NM
INSM icon

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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

NWI Management's INSM Position: Q1 2026 in Review

NWI Management increased its Insmed (INSM) stake by 2.6% in Q1 2026, buying an estimated $3.93M and bringing the position to 1,014,000 shares worth $166M. The position accounts for 9.43% of the portfolio, ranked #2.

NWI Management first reported a position in INSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $172M in Q4 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • NWI Management held 1,014,000 shares of Insmed worth $166M as of Q1 2026.
  • NWI Management bought 25,540 Insmed shares in Q1 2026, an estimated $3.93M.
  • Insmed made up 9.43% of NWI Management's portfolio in Q1 2026, its #2 holding.
  • NWI Management first reported a position in Insmed in Q3 2024 and has held it in 7 quarters since.
  • NWI Management's Insmed position peaked at $172M in Q4 2025.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.