Private Wealth Management Group’s Insulet PODD Stock Holding History

Private Wealth Management Group’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	$6.13K	Buy	47 +28	+147%	+$4.19K	﹤0.01%	815
2026 Q2	$2.89K	Buy	19 +15	+375%	+$2.5K	﹤0.01%	1037
2026 Q1	$840	Hold	4	–	–	﹤0.01%	1282
2025 Q4	$1.14K	Hold	4	–	–	﹤0.01%	1238
2025 Q3	$1.24K	Hold	4	–	–	﹤0.01%	1231
2025 Q2	$1.26K	Hold	4	–	–	﹤0.01%	1206
2025 Q1	$1.05K	Hold	4	–	–	﹤0.01%	1253
2024 Q4	$1.04K	Hold	4	–	–	﹤0.01%	1292
2024 Q3	$931	Hold	4	–	–	﹤0.01%	1306
2024 Q2	$808	Hold	4	–	–	﹤0.01%	1334
2024 Q1	$686	Hold	4	–	–	﹤0.01%	1378
2023 Q4	$868	Buy	+4	New	+$686	﹤0.01%	1330

Other funds holding PODD

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Management Group's PODD Position: Q3 2026 in Review

Private Wealth Management Group increased its Insulet (PODD) stake by 147% in Q3 2026, buying an estimated $4.19K and bringing the position to 47 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Private Wealth Management Group first reported a position in PODD in Q4 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

Private Wealth Management Group held 47 shares of Insulet worth $6.13K as of Q3 2026.
Private Wealth Management Group bought 28 Insulet shares in Q3 2026, an estimated $4.19K.
Insulet made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #815 holding.
Private Wealth Management Group first reported a position in Insulet in Q4 2023 and has held it in 12 quarters since.
248 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.