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Sage Mountain Advisors’s Insulet PODD Stock Holding History

Sage Mountain Advisors’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
2025
Q4 		– Sell
-743
Closed -$229K – 592
2025
Q3 		$229K Buy
743
+33
+5% +$10.3K 0.01% 435
2025
Q2 		$223K Buy
+710
New +$205K 0.01% 393

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sage Mountain Advisors's PODD Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Insulet (PODD) in Q4 2025, closing a stake of 743 shares — an estimated $229K sold.

Sage Mountain Advisors first reported a position in PODD in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 832 funds tracked by Wall St. Rank hold PODD as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Insulet position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 743 Insulet shares in Q4 2025, an estimated $229K.
  • Sage Mountain Advisors first reported a position in Insulet in Q2 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Insulet position peaked at $229K in Q3 2025.
  • 832 funds tracked by Wall St. Rank held Insulet as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.