VarCov Co’s Insmed INSM Stock Holding History

VarCov Co’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	$280K	Buy	2,624 +975	+59%	+$118K	0.11%	282
2026 Q1	$270K	Buy	+1,649	New	+$254K	0.1%	296

Other funds holding INSM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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

VarCov Co's INSM Position: Q2 2026 in Review

VarCov Co increased its Insmed (INSM) stake by 59% in Q2 2026, buying an estimated $118K and bringing the position to 2,624 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #282.

VarCov Co first reported a position in INSM in Q1 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

VarCov Co held 2,624 shares of Insmed worth $280K as of Q2 2026.
VarCov Co bought 975 Insmed shares in Q2 2026, an estimated $118K.
Insmed made up 0.11% of VarCov Co's portfolio in Q2 2026, its #282 holding.
VarCov Co first reported a position in Insmed in Q1 2026 and has held it in 2 quarters since.
663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.