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WR Wealth Planners’s Insulet PODD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$261 Buy
+1
New +$252 ﹤0.01% 1053

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's PODD Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Insulet (PODD) in Q4 2024: 1 share worth $261. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

683 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

  • WR Wealth Planners held 1 share of Insulet worth $261 as of Q4 2024.
  • Insulet was a new WR Wealth Planners position in Q4 2024.
  • Insulet made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1053 holding.
  • 683 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.