Sax Wealth Advisors’s Insulet PODD Stock Holding History

Sax Wealth 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
2026 Q2	$787K	Buy	3,751 +1,353	+56%	+$225K	0.03%	262
2026 Q1	$682K	Sell	2,398 -700	-23%	-$176K	0.03%	241
2025 Q4	$881K	Sell	3,098 -484	-14%	-$151K	0.04%	220
2025 Q3	$1.11M	Buy	3,582 +8	+0.2%	+$2.51K	0.06%	173
2025 Q2	$1.12M	Buy	3,574 +357	+11%	+$103K	0.07%	166
2025 Q1	$845K	Buy	3,217 +173	+6%	+$46.8K	0.06%	165
2024 Q4	$795K	Buy	3,044 +1,532	+101%	+$386K	0.06%	143
2024 Q3	$352K	Sell	1,512 -404	-21%	-$83K	0.03%	204
2024 Q2	$387K	Buy	+1,916	New	+$345K	0.04%	173

Other funds holding PODD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Katamaran Capital London, United Kingdom $126M AUM 56.55% 1-Year Est. Return

Sax Wealth Advisors's PODD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Insulet (PODD) stake by 56% in Q2 2026, buying an estimated $225K and bringing the position to 3,751 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #262.

Sax Wealth Advisors first reported a position in PODD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q2 2025. 105 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Sax Wealth Advisors held 3,751 shares of Insulet worth $787K as of Q2 2026.
Sax Wealth Advisors bought 1,353 Insulet shares in Q2 2026, an estimated $225K.
Insulet made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #262 holding.
Sax Wealth Advisors first reported a position in Insulet in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Insulet position peaked at $1.12M in Q2 2025.
105 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.