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Mount Yale Investment Advisors’s Insulet PODD Stock Holding History

Mount Yale Investment Advisors’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 		$218K Buy
+1,432
New +$239K ﹤0.01% 1116
2026
Q1 		– Sell
-1,148
Closed -$289K – 1125
2025
Q4 		$326K Buy
+1,148
New +$359K 0.02% 571
2025
Q3 		– Sell
-39
Closed -$12.3K – 1360
2025
Q2 		$12.3K Buy
+39
New +$11.3K ﹤0.01% 1114

Other funds holding PODD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Mount Yale Investment Advisors's PODD Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Insulet (PODD) in Q2 2026: 1,432 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PODD as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in PODD in Q2 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Mount Yale Investment Advisors held 1,432 shares of Insulet worth $218K as of Q2 2026.
  • Insulet was a new Mount Yale Investment Advisors position in Q2 2026.
  • Insulet made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1116 holding.
  • Mount Yale Investment Advisors first reported a position in Insulet in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Insulet position peaked at $326K in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.