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Nicholas Investment Partners’s Insmed INSM Stock Holding History

Nicholas Investment Partners’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 		$2.7M Sell
25,356
-157,184
-86% -$19M 0.15% 154
2026
Q1 		$29.8M Buy
182,540
+2,130
+1% +$327K 2.15% 2
2025
Q4 		$31.4M Sell
180,410
-41
-0% -$7.48K 2.29% 2
2025
Q3 		$26M Sell
180,451
-14,943
-8% -$1.83M 1.99% 4
2025
Q2 		$19.7M Sell
195,394
-28,537
-13% -$2.18M 1.75% 5
2025
Q1 		$17.1M Buy
223,931
+41,188
+23% +$3.15M 1.76% 5
2024
Q4 		$12.6M Buy
182,743
+81,598
+81% +$5.88M 1.11% 19
2024
Q3 		$7.38M Buy
101,145
+26,274
+35% +$1.94M 0.68% 43
2024
Q2 		$5.02M Buy
+74,871
New +$2.9M 0.52% 66
2019
Q3 		– Sell
-157,016
Closed -$4.02M – 209
2019
Q2 		$4.02M Buy
157,016
+33,324
+27% +$928K 0.37% 98
2019
Q1 		$3.6M Buy
+123,692
New +$3.21M 0.32% 106
2015
Q3 		– Sell
-36,737
Closed -$897K – 307
2015
Q2 		$897K Sell
36,737
-20,387
-36% -$463K 0.06% 293
2015
Q1 		$1.19M Buy
+57,124
New +$1.01M 0.07% 286
2014
Q4 		– Sell
-165,473
Closed -$2.16M – 310
2014
Q3 		$2.16M Buy
165,473
+33,398
+25% +$504K 0.13% 229
2014
Q2 		$2.64M Buy
132,075
+2,508
+2% +$37.1K 0.16% 209
2014
Q1 		$2.47M Buy
+129,567
New +$2.46M 0.2% 176

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

Nicholas Investment Partners's INSM Position: Q2 2026 in Review

Nicholas Investment Partners reduced its Insmed (INSM) stake by 86% in Q2 2026, selling an estimated $19M and leaving 25,356 shares worth $2.7M. The position accounts for 0.15% of the portfolio, ranked #154.

Nicholas Investment Partners first reported a position in INSM in Q1 2014 and has held it in 16 quarters since. The position peaked at $31.4M in Q4 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Nicholas Investment Partners held 25,356 shares of Insmed worth $2.7M as of Q2 2026.
  • Nicholas Investment Partners sold 157,184 Insmed shares in Q2 2026, an estimated $19M.
  • Insmed made up 0.15% of Nicholas Investment Partners's portfolio in Q2 2026, its #154 holding.
  • Nicholas Investment Partners first reported a position in Insmed in Q1 2014 and has held it in 16 quarters since.
  • Nicholas Investment Partners's Insmed position peaked at $31.4M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.