Montag & Associates’s Insulet PODD Stock Holding History

Montag & Associates’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25K	Buy	8 +1	+14%	+$167	﹤0.01%	913
2026 Q1	$1.48K	Sell	7 -2	-22%	-$503	﹤0.01%	869
2025 Q4	$2.48K	Hold	9	–	–	﹤0.01%	851
2025 Q3	$2.7K	Buy	9 +1	+13%	+$313	﹤0.01%	884
2025 Q2	$2.6K	Hold	8	–	–	﹤0.01%	830
2025 Q1	$2.18K	Buy	8 +1	+14%	+$271	﹤0.01%	886
2024 Q4	$1.78K	Buy	7 +1	+17%	+$252	﹤0.01%	901
2024 Q3	$1.33K	Buy	6 +1	+20%	+$205	﹤0.01%	949
2024 Q2	$975	Hold	5	–	–	﹤0.01%	937
2024 Q1	$911	Buy	+5	New	+$932	﹤0.01%	937
2023 Q3	–	Sell	-4	Closed	-$1.15K	–	929
2023 Q2	$1.15K	Hold	4	–	–	﹤0.01%	886
2023 Q1	$1.28K	Hold	4	–	–	﹤0.01%	880
2022 Q4	$1.18K	Buy	+4	New	+$1.1K	﹤0.01%	894

Other funds holding PODD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Montag & Associates's PODD Position: Q2 2026 in Review

Montag & Associates increased its Insulet (PODD) stake by 14% in Q2 2026, buying an estimated $167 and bringing the position to 8 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Montag & Associates first reported a position in PODD in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.7K in Q3 2025. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Montag & Associates held 8 shares of Insulet worth $1.25K as of Q2 2026.
Montag & Associates bought 1 Insulet share in Q2 2026, an estimated $167.
Insulet made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #913 holding.
Montag & Associates first reported a position in Insulet in Q4 2022 and has held it in 13 quarters since.
Montag & Associates's Insulet position peaked at $2.7K in Q3 2025.
731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.