Root Financial Partners
PODD icon

Root Financial Partners’s Insulet PODD Stock Holding History

Root Financial Partners’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 		$86K Buy
+659
New +$98.6K ﹤0.01% 811
2026
Q2 		– Sell
-94
Closed -$19.7K – 2440
2026
Q1 		$19.7K Buy
94
+10
+12% +$2.51K ﹤0.01% 1330
2025
Q4 		$23.9K Buy
84
+12
+17% +$3.75K ﹤0.01% 1086
2025
Q3 		$22.2K Buy
+72
New +$22.6K ﹤0.01% 1063

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

Root Financial Partners's PODD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Insulet (PODD) in Q3 2026: 659 shares worth $86K. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PODD as recently as Q1 2026.

Root Financial Partners first reported a position in PODD in Q3 2025 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

  • Root Financial Partners held 659 shares of Insulet worth $86K as of Q3 2026.
  • Insulet was a new Root Financial Partners position in Q3 2026.
  • Insulet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #811 holding.
  • Root Financial Partners first reported a position in Insulet in Q3 2025 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.