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SummitTX Capital’s Insmed INSM Stock Holding History

SummitTX Capital’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 		$2M Sell
18,751
-4,402
-19% -$533K 0.05% 333
2026
Q1 		$3.79M Sell
23,153
-2,814
-11% -$433K 0.12% 205
2025
Q4 		$4.52M Buy
25,967
+17,167
+195% +$3.13M 0.14% 172
2025
Q3 		$1.27M Sell
8,800
-10,281
-54% -$1.26M 0.05% 335
2025
Q2 		$1.92M Buy
19,081
+1,153
+6% +$88.2K 0.08% 261
2025
Q1 		$1.37M Buy
+17,928
New +$1.37M 0.06% 326

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

SummitTX Capital's INSM Position: Q2 2026 in Review

SummitTX Capital reduced its Insmed (INSM) stake by 19% in Q2 2026, selling an estimated $533K and leaving 18,751 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #333.

SummitTX Capital first reported a position in INSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.52M in Q4 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • SummitTX Capital held 18,751 shares of Insmed worth $2M as of Q2 2026.
  • SummitTX Capital sold 4,402 Insmed shares in Q2 2026, an estimated $533K.
  • Insmed made up 0.05% of SummitTX Capital's portfolio in Q2 2026, its #333 holding.
  • SummitTX Capital first reported a position in Insmed in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Insmed position peaked at $4.52M in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.