OF
PODD icon

Optimize Financial’s Insulet PODD Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-640
Closed -$201K – 408
2025
Q2 		$201K Buy
+640
New +$185K 0.12% 213
2025
Q1 		– Sell
-980
Closed -$256K – 276
2024
Q4 		$256K Buy
+980
New +$247K 0.19% 163

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's PODD Position: Q3 2025 in Review

Optimize Financial sold out of Insulet (PODD) in Q3 2025, closing a stake of 640 shares — an estimated $201K sold.

Optimize Financial first reported a position in PODD in Q4 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 813 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • Optimize Financial reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 640 Insulet shares in Q3 2025, an estimated $201K.
  • Optimize Financial first reported a position in Insulet in Q4 2024 and held it in 2 quarters.
  • Optimize Financial's Insulet position peaked at $256K in Q4 2024.
  • 813 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.