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Root Financial Partners’s Insmed INSM Stock Holding History

Root Financial Partners’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 		– Sell
-52
Closed -$8.5K – 1768
2026
Q1 		$8.5K Buy
52
+3
+6% +$461 ﹤0.01% 1746
2025
Q4 		$8.53K Buy
49
+17
+53% +$3.1K ﹤0.01% 1567
2025
Q3 		$4.61K Buy
+32
New +$3.92K ﹤0.01% 1759

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
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
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
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

Root Financial Partners's INSM Position: Q2 2026 in Review

Root Financial Partners sold out of Insmed (INSM) in Q2 2026, closing a stake of 52 shares — an estimated $8.5K sold.

Root Financial Partners first reported a position in INSM in Q3 2025 and held it in 3 quarters. The position peaked at $8.53K in Q4 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Root Financial Partners reported no remaining Insmed position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 52 Insmed shares in Q2 2026, an estimated $8.5K.
  • Root Financial Partners first reported a position in Insmed in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Insmed position peaked at $8.53K in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.