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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Soleus Capital Management's INSM Position: Q1 2026 in Review

Soleus Capital Management reduced its Insmed (INSM) stake by 79% in Q1 2026, selling an estimated $5.88M and leaving 10,250 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #79.

Soleus Capital Management first reported a position in INSM in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.1M in Q4 2024. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Soleus Capital Management held 10,250 shares of Insmed worth $1.68M as of Q1 2026.
Soleus Capital Management sold 38,250 Insmed shares in Q1 2026, an estimated $5.88M.
Insmed made up 0.07% of Soleus Capital Management's portfolio in Q1 2026, its #79 holding.
Soleus Capital Management first reported a position in Insmed in Q3 2023 and has held it in 11 quarters since.
Soleus Capital Management's Insmed position peaked at $22.1M in Q4 2024.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Soleus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.