NM
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NWI Management’s Insmed INSM Stock Holding History

NWI Management’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 		$108M Hold
1,014,000
– – 5% 7
2026
Q1 		$166M Buy
1,014,000
+25,540
+3% +$3.93M 9.43% 2
2025
Q4 		$172M Sell
988,460
-32,540
-3% -$5.94M 7.92% 3
2025
Q3 		$147M Buy
1,021,000
+301,000
+42% +$36.9M 7.84% 2
2025
Q2 		$72.5M Buy
720,000
+270,000
+60% +$20.6M 3.76% 8
2025
Q1 		$34.3M Buy
450,000
+171,000
+61% +$13.1M 4.31% 6
2024
Q4 		$19.3M Buy
279,000
+181,460
+186% +$13.1M 0.85% 25
2024
Q3 		$7.12M Buy
+97,540
New +$7.2M 0.19% 27

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

NWI Management's INSM Position: Q2 2026 in Review

NWI Management held its Insmed (INSM) position steady in Q2 2026 at 1,014,000 shares worth $108M. The position accounts for 5% of the portfolio, ranked #7.

NWI Management first reported a position in INSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $172M in Q4 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • NWI Management held 1,014,000 shares of Insmed worth $108M as of Q2 2026.
  • NWI Management left its Insmed share count unchanged in Q2 2026.
  • Insmed made up 5% of NWI Management's portfolio in Q2 2026, its #7 holding.
  • NWI Management first reported a position in Insmed in Q3 2024 and has held it in 8 quarters since.
  • NWI Management's Insmed position peaked at $172M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on NWI Management's 13F filing for Q2 2026, filed 14 Aug 2026.