Pinnacle Wealth Planning Services’s Insulet PODD Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$164K	Buy	780 +5	+0.6%	+$1.26K	0.02%	553
2025 Q4	$220K	Sell	775 -3	-0.4%	-$938	0.02%	440
2025 Q3	$240K	Buy	778 +1	+0.1%	+$313	0.03%	392
2025 Q2	$244K	Buy	+777	New	+$224K	0.03%	360
2021 Q1	–	Sell	-9	Closed	-$2K	–	1529
2020 Q4	$2K	Buy	+9	New	+$2.23K	﹤0.01%	1966

Other funds holding PODD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's PODD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Insulet (PODD) stake by 0.65% in Q1 2026, buying an estimated $1.26K and bringing the position to 780 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #553.

Pinnacle Wealth Planning Services first reported a position in PODD in Q4 2020 and has held it in 5 quarters since. The position peaked at $244K in Q2 2025. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Pinnacle Wealth Planning Services held 780 shares of Insulet worth $164K as of Q1 2026.
Pinnacle Wealth Planning Services bought 5 Insulet shares in Q1 2026, an estimated $1.26K.
Insulet made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #553 holding.
Pinnacle Wealth Planning Services first reported a position in Insulet in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Insulet position peaked at $244K in Q2 2025.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.