WWM
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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
Q3 		$508K Buy
3,897
+341
+10% +$51K 0.22% 113
2026
Q2 		$541K Buy
3,556
+1,735
+95% +$289K 0.24% 98
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Whalen Wealth Management increased its Insulet (PODD) stake by 9.6% in Q3 2026, buying an estimated $51K and bringing the position to 3,897 shares worth $508K. The position accounts for 0.22% of the portfolio, ranked #113.

Whalen Wealth Management first reported a position in PODD in Q4 2024 and has held it in 8 quarters since. The position peaked at $835K in Q1 2025. 16 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

  • Whalen Wealth Management held 3,897 shares of Insulet worth $508K as of Q3 2026.
  • Whalen Wealth Management bought 341 Insulet shares in Q3 2026, an estimated $51K.
  • Insulet made up 0.22% of Whalen Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Whalen Wealth Management first reported a position in Insulet in Q4 2024 and has held it in 8 quarters since.
  • Whalen Wealth Management's Insulet position peaked at $835K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

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