Rhenman & Partners Asset Management’s Insulet PODD Stock Holding History

Rhenman & Partners Asset 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	$2.94M	Sell	14,000 -47,000	-77%	-$11.8M	0.36%	71
2025 Q4	$17.3M	Buy	61,000 +3,000	+5%	+$938K	1.62%	22
2025 Q3	$17.9M	Buy	58,000 +12,000	+26%	+$3.76M	1.98%	19
2025 Q2	$14.5M	Sell	46,000 -15,000	-25%	-$4.33M	1.83%	21
2025 Q1	$16M	Buy	61,000 +4,000	+7%	+$1.08M	1.84%	22
2024 Q4	$14.9M	Buy	57,000 +17,000	+43%	+$4.28M	1.53%	24
2024 Q3	$9.31M	Sell	40,000 -6,500	-14%	-$1.33M	0.76%	47
2024 Q2	$9.38M	Buy	46,500 +11,750	+34%	+$2.12M	0.9%	39
2024 Q1	$5.96M	Buy	34,750 +15,750	+83%	+$2.94M	0.56%	52
2023 Q4	$4.12M	Buy	+19,000	New	+$3.26M	0.41%	63
2023 Q2	–	Sell	-24,000	Closed	-$7.61M	–	90
2023 Q1	$7.61M	Sell	24,000 -5,000	-17%	-$1.48M	0.83%	40
2022 Q4	$8.54M	Hold	29,000	–	–	0.89%	42
2022 Q3	$7.5M	Buy	+29,000	New	+$7.26M	0.79%	48
2017 Q3	–	Sell	-35,000	Closed	-$1.8M	–	104
2017 Q2	$1.8M	Hold	35,000	–	–	0.26%	80
2017 Q1	$1.51M	Hold	35,000	–	–	0.24%	80
2016 Q4	$1.32M	Sell	35,000 -22,000	-39%	-$820K	0.25%	81
2016 Q3	$2.33M	Sell	57,000 -25,000	-30%	-$988K	0.37%	73
2016 Q2	$2.48M	Hold	82,000	–	–	0.44%	67
2016 Q1	$2.72M	Sell	82,000 -14,000	-15%	-$440K	0.54%	63
2015 Q4	$3.63M	Sell	96,000 -14,000	-13%	-$471K	0.55%	63
2015 Q3	$2.85M	Buy	110,000 +20,000	+22%	+$607K	0.45%	65
2015 Q2	$2.79M	Hold	90,000	–	–	0.33%	86
2015 Q1	$3M	Buy	90,000 +38,000	+73%	+$1.28M	0.51%	69
2014 Q4	$2.4M	Sell	52,000 -10,911	-17%	-$467K	0.69%	63
2014 Q3	$2.32M	Sell	62,911 -37,089	-37%	-$1.35M	0.68%	54
2014 Q2	$3.97M	Buy	100,000 +41,039	+70%	+$1.58M	1.18%	25
2014 Q1	$2.8M	Sell	58,961 -16,039	-21%	-$710K	0.84%	43
2013 Q4	$2.78M	Buy	+75,000	New	+$2.77M	1.09%	32

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

Rhenman & Partners Asset Management's PODD Position: Q1 2026 in Review

Rhenman & Partners Asset Management reduced its Insulet (PODD) stake by 77% in Q1 2026, selling an estimated $11.8M and leaving 14,000 shares worth $2.94M. The position accounts for 0.36% of the portfolio, ranked #71.

Rhenman & Partners Asset Management first reported a position in PODD in Q4 2013 and has held it in 28 quarters since. The position peaked at $17.9M in Q3 2025. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Rhenman & Partners Asset Management held 14,000 shares of Insulet worth $2.94M as of Q1 2026.
Rhenman & Partners Asset Management sold 47,000 Insulet shares in Q1 2026, an estimated $11.8M.
Insulet made up 0.36% of Rhenman & Partners Asset Management's portfolio in Q1 2026, its #71 holding.
Rhenman & Partners Asset Management first reported a position in Insulet in Q4 2013 and has held it in 28 quarters since.
Rhenman & Partners Asset Management's Insulet position peaked at $17.9M in Q3 2025.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q1 2026, filed 14 May 2026.