UWS
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Unique Wealth Strategies’s Insulet PODD Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-4
Closed -$686 – 550
2024
Q2 		$686 Buy
+4
New +$721 ﹤0.01% 581

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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Unique Wealth Strategies's PODD Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Insulet (PODD) in Q3 2024, closing a stake of 4 shares — an estimated $686 sold.

Unique Wealth Strategies first reported a position in PODD in Q2 2024 and held it in 1 quarter. The position peaked at $686 in Q2 2024. 623 funds tracked by Wall St. Rank hold PODD as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Insulet position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 4 Insulet shares in Q3 2024, an estimated $686.
  • Unique Wealth Strategies first reported a position in Insulet in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Insulet position peaked at $686 in Q2 2024.
  • 623 funds tracked by Wall St. Rank held Insulet as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.