PODD β€” INSULET CORP

Ownership history in Western Financial Corp/CA  Β·  7 quarters on record

AI Ownership Summary

Western Financial Corp/CA reported INSULET CORP (PODD) in 7 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q2. The latest visible filing shows PODD at 0.32% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PODD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Financial Corp/CA'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
2026 Q1

PODD was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

How Western Financial Corp/CA held PODD β€” position size vs. price
% of Fund (quarterly)    PODD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,875 +192 +5.2% 0.32% $813K 2026-04-23 $191.56
2025 Q4 REDUCED 3,683 -59 -1.6% 0.42% $1.0M 2026-01-21 $284.96
2025 Q3 ADDED 3,742 +355 +10.5% 0.50% $1.2M 2025-10-21 $328.97
2025 Q2 ADDED 3,387 +1,191 +54.2% 0.57% $1.1M 2025-07-17 $283.45
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Western Financial Corp/CA and PODD

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

How long has Western Financial Corp/CA reported owning PODD?

Western Financial Corp/CA reported PODD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PODD position in Western Financial Corp/CA's portfolio?

The largest reported portfolio weight for PODD was 0.57% in 2025 Q2.

What is the latest reported PODD position on this page?

The most recent filing on this page is 2026 Q1, when Western Financial Corp/CA reported 3,875 shares, equal to 0.32% of portfolio, with an estimated market value of $813K.

What does the chart on this PODD ownership page compare?

The chart compares Western Financial Corp/CA'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.

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