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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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. 666 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.
666 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.