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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
Q1 		$264K Buy
+1,459
New +$367K 0.01% 950

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's PODD Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Insulet (PODD) in Q1 2026, closing a stake of 1,148 shares — an estimated $289K sold.

Mount Yale Investment Advisors first reported a position in PODD in Q2 2025 and held it in 2 quarters. The position peaked at $326K in Q4 2025. 786 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Insulet position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,148 Insulet shares in Q1 2026, an estimated $289K.
  • Mount Yale Investment Advisors first reported a position in Insulet in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Insulet position peaked at $326K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.