VWM
PODD icon

Venturi Wealth Management’s Insulet PODD Stock Holding History

Venturi Wealth Management’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 		– Sell
-1,392
Closed -$292K – 670
2026
Q1 		$292K Sell
1,392
-203
-13% -$51K 0.01% 475
2025
Q4 		$453K Sell
1,595
-372
-19% -$116K 0.02% 369
2025
Q3 		$607K Buy
1,967
+202
+11% +$63.3K 0.03% 297
2025
Q2 		$555K Sell
1,765
-5
-0.3% -$1.44K 0.03% 311
2025
Q1 		$465K Buy
1,770
+3
+0.2% +$812 0.02% 339
2024
Q4 		$461K Buy
1,767
+1,613
+1,047% +$406K 0.02% 352
2024
Q3 		$35.8K Buy
154
+133
+633% +$27.3K ﹤0.01% 857
2024
Q2 		$4.24K Buy
21
+15
+250% +$2.7K ﹤0.01% 1263
2024
Q1 		$1.03K Sell
6
-16
-73% -$2.98K ﹤0.01% 1352
2023
Q4 		$4.77K Buy
+22
New +$3.77K ﹤0.01% 1036
2023
Q3 		– Sell
-5
Closed -$1.44K – 1408
2023
Q2 		$1.44K Buy
5
+1
+25% +$304 ﹤0.01% 972
2023
Q1 		$1.28K Buy
+4
New +$1.19K ﹤0.01% 1077

Other funds holding PODD

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Venturi Wealth Management's PODD Position: Q2 2026 in Review

Venturi Wealth Management sold out of Insulet (PODD) in Q2 2026, closing a stake of 1,392 shares — an estimated $292K sold.

Venturi Wealth Management first reported a position in PODD in Q1 2023 and held it in 12 quarters. The position peaked at $607K in Q3 2025. 82 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Venturi Wealth Management reported no remaining Insulet position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,392 Insulet shares in Q2 2026, an estimated $292K.
  • Venturi Wealth Management first reported a position in Insulet in Q1 2023 and held it in 12 quarters.
  • Venturi Wealth Management's Insulet position peaked at $607K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.