WWM
PODD icon

Whalen Wealth Management’s Insulet PODD Stock Holding History

Whalen 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
Q1 		$382K Buy
1,821
+272
+18% +$68.4K 0.2% 126
2025
Q4 		$440K Buy
1,549
+159
+11% +$49.7K 0.24% 125
2025
Q3 		$429K Hold
1,390
– – 0.25% 97
2025
Q2 		$437K Sell
1,390
-1,789
-56% -$516K 0.27% 109
2025
Q1 		$835K Buy
3,179
+2,193
+222% +$594K 0.56% 39
2024
Q4 		$257K Buy
+986
New +$248K 0.18% 109

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Whalen Wealth Management's PODD Position: Q1 2026 in Review

Whalen Wealth Management increased its Insulet (PODD) stake by 18% in Q1 2026, buying an estimated $68.4K and bringing the position to 1,821 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #126.

Whalen Wealth Management first reported a position in PODD in Q4 2024 and has held it in 6 quarters since. The position peaked at $835K in Q1 2025. 786 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Whalen Wealth Management held 1,821 shares of Insulet worth $382K as of Q1 2026.
  • Whalen Wealth Management bought 272 Insulet shares in Q1 2026, an estimated $68.4K.
  • Insulet made up 0.2% of Whalen Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Whalen Wealth Management first reported a position in Insulet in Q4 2024 and has held it in 6 quarters since.
  • Whalen Wealth Management's Insulet position peaked at $835K in Q1 2025.
  • 786 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.