Rhenman & Partners Asset Management’s Insmed INSM Stock Holding History

Rhenman & Partners Asset Management’s Portfolio INSM Stock Details INSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Sell	151,960 -7,800	-5%	-$944K	1.53%	22
2026 Q1	$26.1M	Buy	159,760 +46,175	+41%	+$7.1M	3.22%	4
2025 Q4	$19.8M	Sell	113,585 -18,300	-14%	-$3.34M	1.85%	16
2025 Q3	$19M	Sell	131,885 -43,550	-25%	-$5.34M	2.1%	16
2025 Q2	$17.7M	Sell	175,435 -10,065	-5%	-$770K	2.23%	14
2025 Q1	$14.2M	Buy	185,500 +124,000	+202%	+$9.49M	1.63%	25
2024 Q4	$4.25M	Sell	61,500 -68,013	-53%	-$4.9M	0.44%	59
2024 Q3	$9.45M	Buy	129,513 +30,000	+30%	+$2.21M	0.77%	46
2024 Q2	$6.67M	Buy	+99,513	New	+$3.86M	0.64%	44

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Rhenman & Partners Asset Management's INSM Position: Q2 2026 in Review

Rhenman & Partners Asset Management reduced its Insmed (INSM) stake by 4.9% in Q2 2026, selling an estimated $944K and leaving 151,960 shares worth $16.2M. The position accounts for 1.53% of the portfolio, ranked #22.

Rhenman & Partners Asset Management first reported a position in INSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.1M in Q1 2026. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Rhenman & Partners Asset Management held 151,960 shares of Insmed worth $16.2M as of Q2 2026.
Rhenman & Partners Asset Management sold 7,800 Insmed shares in Q2 2026, an estimated $944K.
Insmed made up 1.53% of Rhenman & Partners Asset Management's portfolio in Q2 2026, its #22 holding.
Rhenman & Partners Asset Management first reported a position in Insmed in Q2 2024 and has held it in 9 quarters since.
Rhenman & Partners Asset Management's Insmed position peaked at $26.1M in Q1 2026.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.