SGL Investment Advisors, Inc. PODD — INSULET CORP

Ownership history in SGL Investment Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

SGL Investment Advisors, Inc. reported INSULET CORP (PODD) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.49% in 2024 Q4. The latest visible filing shows PODD at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PODD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SGL Investment Advisors, Inc.'s position in INSULET CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PODD was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PODD stock page SGL Investment Advisors, Inc. fund profile SGL Investment Advisors, Inc. full holdings
How SGL Investment Advisors, Inc. held PODD — position size vs. price
% of Fund (quarterly)    PODD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 792 — 0% 0.11% $252K 2025-11-04 $320.27
2025 Q2 REDUCED 71.9% -1.1% ✅ 792 -2,024 -71.9% 0.11% $235K 2025-07-23 $286.67
2025 Q1 REDUCED 18.9% +19.6% ❌ 2,816 -655 -18.9% 0.37% $724K 2025-05-09 $310.67
2024 Q4 ADDED — — — 3,471 +12 +0.3% 0.49% $970K 2025-02-14 $280.56
2024 Q3 INITIATED — — — 3,459 — — 0.46% $903K 2024-11-15 $260.12

🏢 Other funds also holding PODD

As of 2026 Q2 — sorted by position size

Cannon Advisors, Inc. 1.14% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.34% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.31% BAM Wealth Management, LLC 0.26% Linden Thomas Advisory Services, LLC 3Y 0.2% Generali Investments, Management Co LLC 0.09% Reyes Financial Architecture, Inc. 0.03% Trust Asset Management LLC 3Y 7Y 0.03% SAX WEALTH ADVISORS, LLC 3Y 0.03% True Wealth Design, LLC 3Y 0.03%

FAQ About SGL Investment Advisors, Inc. and PODD

These are the practical questions this page is built to answer before you even open the full history table.

How long has SGL Investment Advisors, Inc. reported owning PODD?

SGL Investment Advisors, Inc. reported PODD across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported PODD position in SGL Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PODD was 0.49% in 2024 Q4.

What is the latest reported PODD position on this page?

The most recent filing on this page is 2025 Q3, when SGL Investment Advisors, Inc. reported 792 shares, equal to 0.11% of portfolio, with an estimated market value of $252K.

What does the chart on this PODD ownership page compare?

The chart compares SGL Investment Advisors, Inc.'s quarterly PODD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SGL Investment Advisors, Inc. time their PODD position?

Based on 13F filing dates vs. subsequent PODD price moves, SGL Investment Advisors, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PODD relative to SPY over the holding period was +5.7%.

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