Patient Square Capital’s Insmed INSM Stock Holding History

Patient Square Capital’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
2026 Q2	–	Sell	-157,500	Closed	-$25.8M	–	29
2026 Q1	$25.8M	Sell	157,500 -109,500	-41%	-$16.8M	4.57%	3
2025 Q4	$46.5M	Sell	267,000 -59,400	-18%	-$10.8M	9.95%	2
2025 Q3	$47M	Sell	326,400 -32,400	-9%	-$3.97M	12.57%	2
2025 Q2	$36.1M	Buy	358,800 +28,550	+9%	+$2.18M	13.02%	2
2025 Q1	$25.2M	Buy	330,250 +23,083	+8%	+$1.77M	10.42%	2
2024 Q4	$21.2M	Buy	307,167 +135,463	+79%	+$9.76M	7.93%	3
2024 Q3	$12.5M	Buy	+171,704	New	+$12.7M	4.65%	4

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

Patient Square Capital's INSM Position: Q2 2026 in Review

Patient Square Capital sold out of Insmed (INSM) in Q2 2026, closing a stake of 157,500 shares — an estimated $25.8M sold.

Patient Square Capital first reported a position in INSM in Q3 2024 and held it in 7 quarters. The position peaked at $47M in Q3 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Patient Square Capital reported no remaining Insmed position as of Q2 2026 after selling out during the quarter.
Patient Square Capital sold 157,500 Insmed shares in Q2 2026, an estimated $25.8M.
Patient Square Capital first reported a position in Insmed in Q3 2024 and held it in 7 quarters.
Patient Square Capital's Insmed position peaked at $47M in Q3 2025.
666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Patient Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.