PlanVest Financial’s Insulet PODD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.59K Hold
17
﹤0.01% 506
2026
Q1
$3.57K Buy
+17
New +$4.27K ﹤0.01% 455

Other funds holding PODD

PlanVest Financial's PODD Position: Q2 2026 in Review

PlanVest Financial held its Insulet (PODD) position steady in Q2 2026 at 17 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

PlanVest Financial first reported a position in PODD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.57K in Q1 2026. 680 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • PlanVest Financial held 17 shares of Insulet worth $2.59K as of Q2 2026.
  • PlanVest Financial left its Insulet share count unchanged in Q2 2026.
  • Insulet made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #506 holding.
  • PlanVest Financial first reported a position in Insulet in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Insulet position peaked at $3.57K in Q1 2026.
  • 680 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.