Orion Portfolio Solutions’s Insulet PODD Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.4M	Sell	5,324 -129	-2%	-$34.9K	0.01%	901
2024 Q4	$1.42M	Sell	5,453 -2,373	-30%	-$598K	0.01%	865
2024 Q3	$1.82M	Buy	7,826 +3,623	+86%	+$744K	0.02%	742
2024 Q2	$848K	Buy	4,203 +1,733	+70%	+$312K	0.01%	1056
2024 Q1	$423K	Sell	2,470 -7,751	-76%	-$1.45M	﹤0.01%	1341
2023 Q4	$2.07M	Buy	10,221 +7,507	+277%	+$1.29M	0.02%	610
2023 Q3	$433K	Buy	2,714 +231	+9%	+$51.7K	0.01%	1256
2023 Q2	$716K	Sell	2,483 -84	-3%	-$25.5K	0.01%	1080
2023 Q1	$819K	Buy	+2,567	New	+$761K	0.01%	959
2020 Q3	–	Sell	-95	Closed	-$18K	–	1612
2020 Q2	$18K	Sell	95 -5	-5%	-$956	﹤0.01%	987
2020 Q1	$17K	Buy	100 +72	+257%	+$13.2K	﹤0.01%	897
2019 Q4	$5K	Buy	+28	New	+$4.67K	﹤0.01%	1269

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Orion Portfolio Solutions's PODD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Insulet (PODD) stake by 2.4% in Q1 2025, selling an estimated $34.9K and leaving 5,324 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #901.

Orion Portfolio Solutions first reported a position in PODD in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2023. 718 funds tracked by Wall St. Rank hold PODD as of Q1 2025.

Orion Portfolio Solutions held 5,324 shares of Insulet worth $1.4M as of Q1 2025.
Orion Portfolio Solutions sold 129 Insulet shares in Q1 2025, an estimated $34.9K.
Insulet made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #901 holding.
Orion Portfolio Solutions first reported a position in Insulet in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Insulet position peaked at $2.07M in Q4 2023.
718 funds tracked by Wall St. Rank held Insulet as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.