UCFA
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United Capital Financial Advisors’s Insmed INSM Stock Holding History

United Capital Financial Advisors’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 		$244K Sell
2,284
-1,670
-42% -$202K ﹤0.01% 1463
2026
Q1 		$647K Buy
3,954
+1,554
+65% +$239K ﹤0.01% 943
2025
Q4 		$418K Buy
2,400
+118
+5% +$21.5K ﹤0.01% 1036
2025
Q3 		$329K Buy
2,282
+276
+14% +$33.8K ﹤0.01% 995
2025
Q2 		$202K Buy
+2,006
New +$153K ﹤0.01% 1053

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

United Capital Financial Advisors's INSM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Insmed (INSM) stake by 42% in Q2 2026, selling an estimated $202K and leaving 2,284 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

United Capital Financial Advisors first reported a position in INSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $647K in Q1 2026. 667 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • United Capital Financial Advisors held 2,284 shares of Insmed worth $244K as of Q2 2026.
  • United Capital Financial Advisors sold 1,670 Insmed shares in Q2 2026, an estimated $202K.
  • Insmed made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1463 holding.
  • United Capital Financial Advisors first reported a position in Insmed in Q2 2025 and has held it in 5 quarters since.
  • United Capital Financial Advisors's Insmed position peaked at $647K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.