PWA
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Physician Wealth Advisors’s Insulet PODD Stock Holding History

Physician Wealth Advisors’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 		$9.29K Buy
61
+47
+336% +$7.83K ﹤0.01% 890
2026
Q1 		$2.94K Buy
14
+5
+56% +$1.26K ﹤0.01% 1186
2025
Q4 		$2.56K Buy
9
+2
+29% +$625 ﹤0.01% 1185
2025
Q3 		$2.16K Buy
7
+4
+133% +$1.25K ﹤0.01% 1191
2025
Q2 		$943 Hold
3
– – ﹤0.01% 1470
2025
Q1 		$788 Hold
3
– – ﹤0.01% 1237
2024
Q4 		$784 Buy
+3
New +$756 ﹤0.01% 1003

Other funds holding PODD

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KC
Katamaran Capital London, United Kingdom $126M AUM 56.55% 1-Year Est. Return

Physician Wealth Advisors's PODD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Insulet (PODD) stake by 336% in Q2 2026, buying an estimated $7.83K and bringing the position to 61 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Physician Wealth Advisors first reported a position in PODD in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Physician Wealth Advisors held 61 shares of Insulet worth $9.29K as of Q2 2026.
  • Physician Wealth Advisors bought 47 Insulet shares in Q2 2026, an estimated $7.83K.
  • Insulet made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #890 holding.
  • Physician Wealth Advisors first reported a position in Insulet in Q4 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.