SlateStone Wealth’s Insulet PODD Stock Holding History

SlateStone Wealth’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 Q3	–	Sell	-640	Closed	-$201K	–	304
2025 Q2	$201K	Buy	+640	New	+$185K	0.02%	279

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SlateStone Wealth's PODD Position: Q3 2025 in Review

SlateStone Wealth sold out of Insulet (PODD) in Q3 2025, closing a stake of 640 shares — an estimated $201K sold.

SlateStone Wealth first reported a position in PODD in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 812 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

SlateStone Wealth reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
SlateStone Wealth sold 640 Insulet shares in Q3 2025, an estimated $201K.
SlateStone Wealth first reported a position in Insulet in Q2 2025 and held it in 1 quarter.
SlateStone Wealth's Insulet position peaked at $201K in Q2 2025.
812 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on SlateStone Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.