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Soleus Capital Management’s Insmed INSM Stock Holding History

Soleus Capital Management’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.62M Buy
90,250
+80,000
+780% +$9.69M 0.33% 57
2026
Q1 		$1.68M Sell
10,250
-38,250
-79% -$5.88M 0.07% 79
2025
Q4 		$8.44M Buy
48,500
+45,950
+1,802% +$8.38M 0.31% 54
2025
Q3 		$367K Sell
2,550
-70,222
-96% -$8.6M 0.02% 84
2025
Q2 		$7.32M Sell
72,772
-201,500
-73% -$15.4M 0.49% 46
2025
Q1 		$20.9M Sell
274,272
-46,000
-14% -$3.52M 1.51% 21
2024
Q4 		$22.1M Buy
320,272
+290,000
+958% +$20.9M 1.39% 22
2024
Q3 		$2.21M Sell
30,272
-72,200
-70% -$5.33M 0.17% 76
2024
Q2 		$6.87M Sell
102,472
-147,528
-59% -$5.72M 0.61% 52
2024
Q1 		$6.78M Buy
250,000
+82,900
+50% +$2.32M 0.5% 57
2023
Q4 		$5.18M Sell
167,100
-50,900
-23% -$1.32M 0.57% 43
2023
Q3 		$5.5M Buy
+218,000
New +$4.99M 0.51% 51

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Soleus Capital Management's INSM Position: Q2 2026 in Review

Soleus Capital Management increased its Insmed (INSM) stake by 780% in Q2 2026, buying an estimated $9.69M and bringing the position to 90,250 shares worth $9.62M. The position accounts for 0.33% of the portfolio, ranked #57.

Soleus Capital Management first reported a position in INSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.1M in Q4 2024. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Soleus Capital Management held 90,250 shares of Insmed worth $9.62M as of Q2 2026.
  • Soleus Capital Management bought 80,000 Insmed shares in Q2 2026, an estimated $9.69M.
  • Insmed made up 0.33% of Soleus Capital Management's portfolio in Q2 2026, its #57 holding.
  • Soleus Capital Management first reported a position in Insmed in Q3 2023 and has held it in 12 quarters since.
  • Soleus Capital Management's Insmed position peaked at $22.1M in Q4 2024.
  • 666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Soleus Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.