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Toth Financial Advisory’s Insulet PODD Stock Holding History

Toth Financial Advisory’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
Q3 		$261 Hold
2
– – ﹤0.01% 1013
2026
Q2 		$305 Hold
2
– – ﹤0.01% 866
2026
Q1 		$420 Sell
2
-1,000
-100% -$251K ﹤0.01% 852
2025
Q4 		$285K Sell
1,002
-2,100
-68% -$657K 0.03% 198
2025
Q3 		$958K Buy
3,102
+1,000
+48% +$313K 0.1% 137
2025
Q2 		$660K Buy
2,102
+2,100
+105,000% +$606K 0.08% 143
2025
Q1 		$526 Hold
2
– – ﹤0.01% 678
2024
Q4 		$523 Hold
2
– – ﹤0.01% 675
2024
Q3 		$466 Hold
2
– – ﹤0.01% 689
2024
Q2 		$404 Hold
2
– – ﹤0.01% 724
2024
Q1 		$343 Hold
2
– – ﹤0.01% 704
2023
Q4 		$434 Hold
2
– – ﹤0.01% 709
2023
Q3 		$319 Hold
2
– – ﹤0.01% 735
2023
Q2 		$577 Hold
2
– – ﹤0.01% 739
2023
Q1 		$638 Buy
+2
New +$593 ﹤0.01% 768

Other funds holding PODD

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Toth Financial Advisory's PODD Position: Q3 2026 in Review

Toth Financial Advisory held its Insulet (PODD) position steady in Q3 2026 at 2 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Toth Financial Advisory first reported a position in PODD in Q1 2023 and has held it in 15 quarters since. The position peaked at $958K in Q3 2025. 16 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

  • Toth Financial Advisory held 2 shares of Insulet worth $261 as of Q3 2026.
  • Toth Financial Advisory left its Insulet share count unchanged in Q3 2026.
  • Insulet made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #1013 holding.
  • Toth Financial Advisory first reported a position in Insulet in Q1 2023 and has held it in 15 quarters since.
  • Toth Financial Advisory's Insulet position peaked at $958K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.