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Mowery & Schoenfeld Wealth Management’s Insulet PODD Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-11
Closed -$2.31K – 379
2026
Q1 		$2.31K Hold
11
– – ﹤0.01% 316
2025
Q4 		$3.13K Hold
11
– – ﹤0.01% 370
2025
Q3 		$3.4K Hold
11
– – 0.01% 312
2025
Q2 		$3.46K Hold
11
– – 0.01% 307
2025
Q1 		$2.89K Sell
11
-1
-8% -$271 0.01% 369
2024
Q4 		$3.13K Buy
+12
New +$3.02K 0.01% 353

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

Mowery & Schoenfeld Wealth Management's PODD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Insulet (PODD) in Q2 2026, closing a stake of 11 shares — an estimated $2.31K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PODD in Q4 2024 and held it in 6 quarters. The position peaked at $3.46K in Q2 2025. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Insulet position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 11 Insulet shares in Q2 2026, an estimated $2.31K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Insulet in Q4 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Insulet position peaked at $3.46K in Q2 2025.
  • 731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.