SWA
PODD icon

Strata Wealth Advisors’s Insulet PODD Stock Holding History

Strata 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
Q1 		$221K Buy
1,054
+4
+0.4% +$1K 0.06% 84
2025
Q4 		$298K Hold
1,050
– – 0.08% 72
2025
Q3 		$324K Hold
1,050
– – 0.09% 76
2025
Q2 		$330K Buy
1,050
+1
+0.1% +$289 0.09% 62
2025
Q1 		$275K Hold
1,049
– – 0.09% 63
2024
Q4 		$274K Hold
1,049
– – 0.09% 67
2024
Q3 		$244K Sell
1,049
-23
-2% -$4.72K 0.08% 69
2024
Q2 		$216K Buy
+1,072
New +$193K 0.07% 71

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strata Wealth Advisors's PODD Position: Q1 2026 in Review

Strata Wealth Advisors increased its Insulet (PODD) stake by 0.38% in Q1 2026, buying an estimated $1K and bringing the position to 1,054 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #84.

Strata Wealth Advisors first reported a position in PODD in Q2 2024 and has held it in 8 quarters since. The position peaked at $330K in Q2 2025. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Strata Wealth Advisors held 1,054 shares of Insulet worth $221K as of Q1 2026.
  • Strata Wealth Advisors bought 4 Insulet shares in Q1 2026, an estimated $1K.
  • Insulet made up 0.06% of Strata Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Strata Wealth Advisors first reported a position in Insulet in Q2 2024 and has held it in 8 quarters since.
  • Strata Wealth Advisors's Insulet position peaked at $330K in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.