Principia Wealth Advisory
PODD icon

Principia Wealth Advisory’s Insulet PODD Stock Holding History

Principia Wealth Advisory’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
Q3 		$522 Sell
4
-15
-79% -$2.24K ﹤0.01% 884
2026
Q2 		$2.89K Buy
19
+14
+280% +$2.33K ﹤0.01% 491
2026
Q1 		$1.05K Buy
5
+1
+25% +$251 ﹤0.01% 701
2025
Q4 		$1.14K Buy
4
+1
+33% +$313 ﹤0.01% 630
2025
Q3 		$926 Hold
3
– – ﹤0.01% 666
2025
Q2 		$943 Sell
3
-1
-25% -$289 ﹤0.01% 592
2025
Q1 		$1.06K Buy
4
+2
+100% +$541 ﹤0.01% 384
2024
Q4 		$522 Buy
+2
New +$504 ﹤0.01% 529

Other funds holding PODD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Principia Wealth Advisory's PODD Position: Q3 2026 in Review

Principia Wealth Advisory reduced its Insulet (PODD) stake by 79% in Q3 2026, selling an estimated $2.24K and leaving 4 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Principia Wealth Advisory first reported a position in PODD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.89K in Q2 2026. 553 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

  • Principia Wealth Advisory held 4 shares of Insulet worth $522 as of Q3 2026.
  • Principia Wealth Advisory sold 15 Insulet shares in Q3 2026, an estimated $2.24K.
  • Insulet made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #884 holding.
  • Principia Wealth Advisory first reported a position in Insulet in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's Insulet position peaked at $2.89K in Q2 2026.
  • 553 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.