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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

United Capital Financial Advisors's INSM Position: Q1 2026 in Review

United Capital Financial Advisors increased its Insmed (INSM) stake by 65% in Q1 2026, buying an estimated $239K and bringing the position to 3,954 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

United Capital Financial Advisors first reported a position in INSM in Q2 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • United Capital Financial Advisors held 3,954 shares of Insmed worth $647K as of Q1 2026.
  • United Capital Financial Advisors bought 1,554 Insmed shares in Q1 2026, an estimated $239K.
  • Insmed made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #943 holding.
  • United Capital Financial Advisors first reported a position in Insmed in Q2 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.