Wealth Management Associates’s Insulet PODD Stock Holding History

Wealth Management Associates’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
2025 Q4	–	Sell	-653	Closed	-$202K	–	243
2025 Q3	$202K	Hold	653	–	–	0.07%	221
2025 Q2	$205K	Sell	653 -326	-33%	-$94.1K	0.08%	207
2025 Q1	$257K	Sell	979 -21	-2%	-$5.68K	0.11%	175
2024 Q4	$261K	Hold	1,000	–	–	0.11%	171
2024 Q3	$233K	Buy	+1,000	New	+$205K	0.1%	184
2024 Q1	–	Sell	-1,144	Closed	-$248K	–	219
2023 Q4	$248K	Buy	+1,144	New	+$196K	0.13%	166
2023 Q3	–	Sell	-900	Closed	-$260K	–	194
2023 Q2	$260K	Sell	900 -2	-0.2%	-$607	0.15%	147
2023 Q1	$288K	Hold	902	–	–	0.18%	132
2022 Q4	$266K	Sell	902 -341	-27%	-$94K	0.18%	138
2022 Q3	$285K	Hold	1,243	–	–	0.2%	132
2022 Q2	$271K	Hold	1,243	–	–	0.18%	135
2022 Q1	$331K	Buy	+1,243	New	+$305K	0.19%	136

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealth Management Associates's PODD Position: Q4 2025 in Review

Wealth Management Associates sold out of Insulet (PODD) in Q4 2025, closing a stake of 653 shares — an estimated $202K sold.

Wealth Management Associates first reported a position in PODD in Q1 2022 and held it in 12 quarters. The position peaked at $331K in Q1 2022. 832 funds tracked by Wall St. Rank hold PODD as of Q4 2025.

Wealth Management Associates reported no remaining Insulet position as of Q4 2025 after selling out during the quarter.
Wealth Management Associates sold 653 Insulet shares in Q4 2025, an estimated $202K.
Wealth Management Associates first reported a position in Insulet in Q1 2022 and held it in 12 quarters.
Wealth Management Associates's Insulet position peaked at $331K in Q1 2022.
832 funds tracked by Wall St. Rank held Insulet as of Q4 2025.

Based on Wealth Management Associates's 13F filing for Q4 2025, filed 20 Jan 2026.