Primecap Management’s Insulet PODD Stock Holding History

Primecap Management’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	$21.1M	Sell	100,720 -2,860	-3%	-$719K	0.02%	230
2025 Q4	$29.4M	Sell	103,580 -20,530	-17%	-$6.42M	0.02%	218
2025 Q3	$38.3M	Sell	124,110 -64,611	-34%	-$20.2M	0.03%	206
2025 Q2	$59.3M	Sell	188,721 -236,297	-56%	-$68.2M	0.05%	184
2025 Q1	$112M	Sell	425,018 -68,200	-14%	-$18.5M	0.09%	133
2024 Q4	$129M	Sell	493,218 -58,880	-11%	-$14.8M	0.1%	128
2024 Q3	$129M	Sell	552,098 -27,580	-5%	-$5.66M	0.09%	125
2024 Q2	$117M	Sell	579,678 -39,090	-6%	-$7.04M	0.08%	131
2024 Q1	$106M	Sell	618,768 -24,710	-4%	-$4.61M	0.08%	134
2023 Q4	$140M	Sell	643,478 -39,720	-6%	-$6.81M	0.11%	115
2023 Q3	$109M	Sell	683,198 -27,410	-4%	-$6.14M	0.09%	123
2023 Q2	$205M	Sell	710,608 -14,700	-2%	-$4.47M	0.17%	95
2023 Q1	$231M	Sell	725,308 -93,200	-11%	-$27.6M	0.2%	90
2022 Q4	$241M	Sell	818,508 -356,102	-30%	-$98.2M	0.22%	85
2022 Q3	$269M	Sell	1,174,610 -8,990	-0.8%	-$2.25M	0.26%	80
2022 Q2	$258M	Sell	1,183,600 -50,420	-4%	-$11.5M	0.23%	86
2022 Q1	$329M	Sell	1,234,020 -38,840	-3%	-$9.53M	0.25%	87
2021 Q4	$339M	Sell	1,272,860 -100,490	-7%	-$29.2M	0.23%	90
2021 Q3	$390M	Sell	1,373,350 -94,730	-6%	-$27M	0.28%	81
2021 Q2	$403M	Sell	1,468,080 -47,800	-3%	-$13M	0.27%	85
2021 Q1	$396M	Sell	1,515,880 -110,030	-7%	-$29.5M	0.28%	83
2020 Q4	$416M	Sell	1,625,910 -122,662	-7%	-$30.4M	0.31%	77
2020 Q3	$414M	Sell	1,748,572 -185,978	-10%	-$39.2M	0.34%	69
2020 Q2	$376M	Sell	1,934,550 -170,910	-8%	-$32.7M	0.32%	72
2020 Q1	$349M	Sell	2,105,460 -750,799	-26%	-$137M	0.34%	67
2019 Q4	$489M	Sell	2,856,259 -1,528,531	-35%	-$255M	0.35%	69
2019 Q3	$723M	Sell	4,384,790 -170,482	-4%	-$24M	0.58%	51
2019 Q2	$544M	Sell	4,555,272 -364,200	-7%	-$37.3M	0.4%	67
2019 Q1	$468M	Buy	4,919,472 +43,214	+0.9%	+$3.7M	0.34%	76
2018 Q4	$387M	Sell	4,876,258 -77,214	-2%	-$6.53M	0.31%	72
2018 Q3	$525M	Hold	4,953,472	–	–	0.35%	68
2018 Q2	$425M	Sell	4,953,472 -200	-0%	-$17.9K	0.31%	75
2018 Q1	$429M	Hold	4,953,672	–	–	0.32%	75
2017 Q4	$342M	Sell	4,953,672 -5,500	-0.1%	-$361K	0.26%	82
2017 Q3	$273M	Sell	4,959,172 -109,400	-2%	-$5.97M	0.23%	94
2017 Q2	$260M	Sell	5,068,572 -110,000	-2%	-$4.78M	0.22%	92
2017 Q1	$223M	Sell	5,178,572 -700	-0%	-$30K	0.2%	96
2016 Q4	$195M	Sell	5,179,272 -300	-0%	-$11.2K	0.19%	99
2016 Q3	$212M	Sell	5,179,572 -9,900	-0.2%	-$391K	0.21%	92
2016 Q2	$157M	Sell	5,189,472 -4,897	-0.1%	-$152K	0.17%	106
2016 Q1	$172M	Sell	5,194,369 -1,300	-0%	-$40.8K	0.18%	103
2015 Q4	$196M	Buy	5,195,669 +1,000	+0%	+$33.7K	0.2%	93
2015 Q3	$135M	Buy	5,194,669 +162,097	+3%	+$4.92M	0.15%	115
2015 Q2	$156M	Buy	5,032,572 +2,200,937	+78%	+$64.9M	0.15%	112
2015 Q1	$94.4M	Buy	2,831,635 +857,179	+43%	+$28.9M	0.09%	141
2014 Q4	$90.9M	Buy	1,974,456 +18,000	+0.9%	+$770K	0.09%	136
2014 Q3	$72.1M	Sell	1,956,456 -1,500	-0.1%	-$54.8K	0.08%	145
2014 Q2	$77.7M	Sell	1,957,956 -8,800	-0.4%	-$338K	0.09%	144
2014 Q1	$93.3M	Buy	1,966,756 +100,800	+5%	+$4.46M	0.11%	130
2013 Q4	$69.2M	Hold	1,865,956	–	–	0.08%	141
2013 Q3	$67.6M	Hold	1,865,956	–	–	0.09%	133
2013 Q2	$58.6M	Buy	+1,865,956	New	+$52.9M	0.08%	134

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

Primecap Management's PODD Position: Q1 2026 in Review

Primecap Management reduced its Insulet (PODD) stake by 2.8% in Q1 2026, selling an estimated $719K and leaving 100,720 shares worth $21.1M. The position accounts for 0.02% of the portfolio, ranked #230.

Primecap Management first reported a position in PODD in Q2 2013 and has held it in 52 quarters since. The position peaked at $723M in Q3 2019. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Primecap Management held 100,720 shares of Insulet worth $21.1M as of Q1 2026.
Primecap Management sold 2,860 Insulet shares in Q1 2026, an estimated $719K.
Insulet made up 0.02% of Primecap Management's portfolio in Q1 2026, its #230 holding.
Primecap Management first reported a position in Insulet in Q2 2013 and has held it in 52 quarters since.
Primecap Management's Insulet position peaked at $723M in Q3 2019.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Primecap Management's 13F filing for Q1 2026, filed 11 May 2026.