TW
PODD icon

TrinityPoint Wealth’s Insulet PODD Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$234K Buy
+897
New +$226K 0.03% 299

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TrinityPoint Wealth's PODD Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Insulet (PODD) in Q4 2024: 897 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings.

683 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

  • TrinityPoint Wealth held 897 shares of Insulet worth $234K as of Q4 2024.
  • Insulet was a new TrinityPoint Wealth position in Q4 2024.
  • Insulet made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #299 holding.
  • 683 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.