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
2025 Q3	–	Sell	-301,000	Closed	-$30.3M	–	73
2025 Q2	$30.3M	Buy	+301,000	New	+$23M	1.57%	20

Other funds holding INSM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.