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Whalen Wealth Management’s Insmed INSM Stock Holding History

Whalen Wealth Management’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
Q3 		$243K Buy
+2,129
New +$251K 0.1% 188
2026
Q2 		– Sell
-2,969
Closed -$485K – 207
2026
Q1 		$485K Buy
+2,969
New +$456K 0.26% 98
2025
Q3 		– Sell
-2,832
Closed -$285K – 221
2025
Q2 		$285K Sell
2,832
-13
-0.5% -$994 0.18% 143
2025
Q1 		$217K Buy
+2,845
New +$218K 0.14% 114

Other funds holding INSM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Whalen Wealth Management's INSM Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Insmed (INSM) in Q3 2026: 2,129 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #188 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in INSM as recently as Q1 2026.

Whalen Wealth Management first reported a position in INSM in Q1 2025 and has held it in 4 quarters since. The position peaked at $485K in Q1 2026. 16 funds tracked by Wall St. Rank hold INSM as of Q3 2026.

  • Whalen Wealth Management held 2,129 shares of Insmed worth $243K as of Q3 2026.
  • Insmed was a new Whalen Wealth Management position in Q3 2026.
  • Insmed made up 0.1% of Whalen Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Whalen Wealth Management first reported a position in Insmed in Q1 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Insmed position peaked at $485K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Insmed as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.