NCM
INSM icon

Nearwater Capital Markets’s Insmed INSM Stock Holding History

Nearwater Capital Markets’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300,000
Closed -$49.1M – 119
2026
Q1 		$49.1M Sell
300,000
-200,000
-40% -$30.7M 1.16% 32
2025
Q4 		$87M Buy
500,000
+300,000
+150% +$54.7M 1.49% 17
2025
Q3 		$28.8M Buy
+200,000
New +$24.5M 0.39% 53

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Nearwater Capital Markets's INSM Position: Q2 2026 in Review

Nearwater Capital Markets sold out of Insmed (INSM) in Q2 2026, closing a stake of 300,000 shares — an estimated $49.1M sold.

Nearwater Capital Markets first reported a position in INSM in Q3 2025 and held it in 3 quarters. The position peaked at $87M in Q4 2025. 667 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Nearwater Capital Markets reported no remaining Insmed position as of Q2 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 300,000 Insmed shares in Q2 2026, an estimated $49.1M.
  • Nearwater Capital Markets first reported a position in Insmed in Q3 2025 and held it in 3 quarters.
  • Nearwater Capital Markets's Insmed position peaked at $87M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.