Oak Thistle LLC’s Insulet PODD Stock Holding History

Oak Thistle LLC’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	+15,584	New	+$2.6M	0.23%	170
2025 Q4	–	Sell	-7,887	Closed	-$2.43M	–	622
2025 Q3	$2.43M	Buy	+7,887	New	+$2.47M	0.37%	67
2024 Q4	–	Sell	-3,212	Closed	-$748K	–	522
2024 Q3	$748K	Buy	+3,212	New	+$660K	0.24%	172
2024 Q2	–	Sell	-3,323	Closed	-$570K	–	417
2024 Q1	$570K	Sell	3,323 -1,427	-30%	-$266K	0.51%	47
2023 Q4	$1.03M	Buy	+4,750	New	+$815K	0.3%	117
2023 Q3	–	Sell	-896	Closed	-$258K	–	574
2023 Q2	$258K	Buy	+896	New	+$272K	0.14%	282

Other funds holding PODD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Oak Thistle LLC's PODD Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Insulet (PODD) in Q2 2026: 15,584 shares worth $2.37M. The stake represents 0.23% of the portfolio and ranks #170 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in PODD as recently as Q3 2025.

Oak Thistle LLC first reported a position in PODD in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.43M in Q3 2025. 727 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Oak Thistle LLC held 15,584 shares of Insulet worth $2.37M as of Q2 2026.
Insulet was a new Oak Thistle LLC position in Q2 2026.
Insulet made up 0.23% of Oak Thistle LLC's portfolio in Q2 2026, its #170 holding.
Oak Thistle LLC first reported a position in Insulet in Q2 2023 and has held it in 6 quarters since.
Oak Thistle LLC's Insulet position peaked at $2.43M in Q3 2025.
727 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.