Vestal Point Capital’s Insmed INSM Stock Holding History

Vestal Point Capital’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	$26.7M	Buy	+250,000	New	+$30.3M	0.62%	38
2025 Q2	–	Sell	-1,075,000	Closed	-$82M	–	78
2025 Q1	$82M	Buy	1,075,000 +175,000	+19%	+$13.4M	5.86%	3
2024 Q4	$62.1M	Sell	900,000 -700,000	-44%	-$50.4M	3.68%	6
2024 Q3	$117M	Buy	1,600,000 +850,000	+113%	+$62.7M	8.86%	1
2024 Q2	$50.3M	Hold	750,000	–	–	3.75%	6
2024 Q1	$20.3M	Sell	750,000 -150,000	-17%	-$4.2M	1.68%	15
2023 Q4	$27.9M	Buy	+900,000	New	+$23.3M	2.95%	11

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

Vestal Point Capital's INSM Position: Q2 2026 in Review

Vestal Point Capital opened a new position in Insmed (INSM) in Q2 2026: 250,000 shares worth $26.7M. The stake represents 0.62% of the portfolio and ranks #38 among its holdings. This is a return to the name: Vestal Point Capital previously reported a position in INSM as recently as Q1 2025.

Vestal Point Capital first reported a position in INSM in Q4 2023 and has held it in 7 quarters since. The position peaked at $117M in Q3 2024. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Vestal Point Capital held 250,000 shares of Insmed worth $26.7M as of Q2 2026.
Insmed was a new Vestal Point Capital position in Q2 2026.
Insmed made up 0.62% of Vestal Point Capital's portfolio in Q2 2026, its #38 holding.
Vestal Point Capital first reported a position in Insmed in Q4 2023 and has held it in 7 quarters since.
Vestal Point Capital's Insmed position peaked at $117M in Q3 2024.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.