UFPG
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United Financial Planning Group’s Insmed INSM Stock Holding History

United Financial Planning Group’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 		– Sell
-15
Closed -$2.61K – 536
2025
Q4 		$2.61K Buy
+15
New +$2.74K ﹤0.01% 320

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

United Financial Planning Group's INSM Position: Q1 2026 in Review

United Financial Planning Group sold out of Insmed (INSM) in Q1 2026, closing a stake of 15 shares — an estimated $2.61K sold.

United Financial Planning Group first reported a position in INSM in Q4 2025 and held it in 1 quarter. The position peaked at $2.61K in Q4 2025. 675 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • United Financial Planning Group reported no remaining Insmed position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 15 Insmed shares in Q1 2026, an estimated $2.61K.
  • United Financial Planning Group first reported a position in Insmed in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Insmed position peaked at $2.61K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.