New Wave Wealth Advisors’s Insulet PODD Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-401	Closed	-$105K	–	537
2024 Q4	$105K	Buy	+401	New	+$101K	0.04%	182

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

New Wave Wealth Advisors's PODD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Insulet (PODD) in Q1 2025, closing a stake of 401 shares — an estimated $105K sold.

New Wave Wealth Advisors first reported a position in PODD in Q4 2024 and held it in 1 quarter. The position peaked at $105K in Q4 2024. 719 funds tracked by Wall St. Rank hold PODD as of Q1 2025.

New Wave Wealth Advisors reported no remaining Insulet position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 401 Insulet shares in Q1 2025, an estimated $105K.
New Wave Wealth Advisors first reported a position in Insulet in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Insulet position peaked at $105K in Q4 2024.
719 funds tracked by Wall St. Rank held Insulet as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.