UCFA
PODD icon

United Capital Financial Advisors’s Insulet PODD Stock Holding History

United Capital Financial Advisors’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
Q2 		$1.23M Sell
8,086
-372
-4% -$62K 0.01% 733
2026
Q1 		$1.77M Buy
8,458
+1,804
+27% +$453K 0.01% 582
2025
Q4 		$1.89M Buy
6,654
+34
+0.5% +$10.6K 0.01% 547
2025
Q3 		$2.04M Buy
6,620
+968
+17% +$303K 0.01% 464
2025
Q2 		$1.78M Sell
5,652
-125
-2% -$36.1K 0.01% 466
2025
Q1 		$1.52M Sell
5,777
-48
-0.8% -$13K 0.01% 476
2024
Q4 		$1.52M Sell
5,825
-34
-0.6% -$8.56K 0.01% 475
2024
Q3 		$1.36M Sell
5,859
-1,357
-19% -$279K 0.01% 475
2024
Q2 		$1.46M Buy
7,216
+2,435
+51% +$439K 0.01% 455
2024
Q1 		$819K Buy
4,781
+1,823
+62% +$340K 0.01% 614
2023
Q4 		$642K Buy
+2,958
New +$507K 0.01% 665

Other funds holding PODD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Insulet (PODD) stake by 4.4% in Q2 2026, selling an estimated $62K and leaving 8,086 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #733.

United Capital Financial Advisors first reported a position in PODD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2025. 723 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • United Capital Financial Advisors held 8,086 shares of Insulet worth $1.23M as of Q2 2026.
  • United Capital Financial Advisors sold 372 Insulet shares in Q2 2026, an estimated $62K.
  • Insulet made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #733 holding.
  • United Capital Financial Advisors first reported a position in Insulet in Q4 2023 and has held it in 11 quarters since.
  • United Capital Financial Advisors's Insulet position peaked at $2.04M in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

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