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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
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

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Root Financial Partners sold out of Insulet (PODD) in Q2 2026, closing a stake of 94 shares — an estimated $19.7K sold.

Root Financial Partners first reported a position in PODD in Q3 2025 and held it in 3 quarters. The position peaked at $23.9K in Q4 2025. 204 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Root Financial Partners reported no remaining Insulet position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 94 Insulet shares in Q2 2026, an estimated $19.7K.
  • Root Financial Partners first reported a position in Insulet in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Insulet position peaked at $23.9K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

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