Valeo Financial Advisors’s Insulet PODD Stock Holding History

Valeo 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 Q1	–	Sell	-839	Closed	-$238K	–	862
2025 Q4	$238K	Hold	839	–	–	0.01%	700
2025 Q3	$259K	Buy	839 +18	+2%	+$5.64K	0.01%	661
2025 Q2	$258K	Buy	821 +20	+2%	+$5.77K	0.01%	626
2025 Q1	$210K	Buy	801 +6	+0.8%	+$1.62K	0.01%	630
2024 Q4	$208K	Buy	+795	New	+$200K	0.01%	655
2020 Q3	–	Sell	-19	Closed	-$4K	–	2007
2020 Q2	$4K	Hold	19	–	–	﹤0.01%	1607
2020 Q1	$3K	Sell	19 -1	-5%	-$183	﹤0.01%	1439
2019 Q4	$3K	Sell	20 -2	-9%	-$333	﹤0.01%	1408
2019 Q3	$4K	Sell	22 -3	-12%	-$422	﹤0.01%	1260
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	1346
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	1378
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	1305
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	1500
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	1367
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	1345
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	1200
2017 Q3	$1K	Buy	+25	New	+$1.36K	﹤0.01%	1117

Other funds holding PODD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Valeo Financial Advisors's PODD Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Insulet (PODD) in Q1 2026, closing a stake of 839 shares — an estimated $238K sold.

Valeo Financial Advisors first reported a position in PODD in Q3 2017 and held it in 17 quarters. The position peaked at $259K in Q3 2025. 787 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Valeo Financial Advisors reported no remaining Insulet position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 839 Insulet shares in Q1 2026, an estimated $238K.
Valeo Financial Advisors first reported a position in Insulet in Q3 2017 and held it in 17 quarters.
Valeo Financial Advisors's Insulet position peaked at $259K in Q3 2025.
787 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.