AF
MASI

Allworth Financial’s Masimo MASI Stock Holding History

Allworth Financial’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$461K Buy
2,594
+899
+53% +$141K ﹤0.01% 988
2025
Q4 		$220K Buy
1,695
+790
+87% +$113K ﹤0.01% 1304
2025
Q3 		$134K Buy
905
+518
+134% +$78.4K ﹤0.01% 1507
2025
Q2 		$65.1K Buy
387
+163
+73% +$26K ﹤0.01% 1792
2025
Q1 		$36.4K Buy
224
+12
+6% +$2.08K ﹤0.01% 1718
2024
Q4 		$36.7K Buy
212
+52
+33% +$8.21K ﹤0.01% 1739
2024
Q3 		$21.4K Sell
160
-1
-0.6% -$116 ﹤0.01% 1865
2024
Q2 		$17.2K Sell
161
-1
-0.6% -$132 ﹤0.01% 1973
2024
Q1 		$23.8K Buy
162
+34
+27% +$4.39K ﹤0.01% 1674
2023
Q4 		$15K Sell
128
-97
-43% -$9.04K ﹤0.01% 1803
2023
Q3 		$19.7K Buy
225
+61
+37% +$7.1K ﹤0.01% 1524
2023
Q2 		$27K Hold
164
– – ﹤0.01% 1367
2023
Q1 		$30.3K Hold
164
– – ﹤0.01% 1264
2022
Q4 		$24.3K Sell
164
-6
-4% -$826 ﹤0.01% 1271
2022
Q3 		$24K Buy
170
+100
+143% +$14.6K ﹤0.01% 1219
2022
Q2 		$9K Hold
70
– – ﹤0.01% 1608
2022
Q1 		$10K Buy
70
+20
+40% +$3.84K ﹤0.01% 1486
2021
Q4 		$15K Sell
50
-40
-44% -$11.4K ﹤0.01% 1234
2021
Q3 		$24K Buy
90
+40
+80% +$10.8K ﹤0.01% 971
2021
Q2 		$12K Hold
50
– – ﹤0.01% 993
2021
Q1 		$11K Sell
50
-50
-50% -$12.6K ﹤0.01% 957
2020
Q4 		$27K Hold
100
– – ﹤0.01% 596
2020
Q3 		$24K Hold
100
– – ﹤0.01% 540
2020
Q2 		$23K Buy
+100
New +$21.9K ﹤0.01% 560
2019
Q3 		– Sell
-100
Closed -$15K – 990
2019
Q2 		$15K Hold
100
– – ﹤0.01% 510
2019
Q1 		$14K Buy
+100
New +$12.6K ﹤0.01% 519

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's MASI Position: Q1 2026 in Review

Allworth Financial increased its Masimo (MASI) stake by 53% in Q1 2026, buying an estimated $141K and bringing the position to 2,594 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Allworth Financial first reported a position in MASI in Q1 2019 and has held it in 26 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Allworth Financial held 2,594 shares of Masimo worth $461K as of Q1 2026.
  • Allworth Financial bought 899 Masimo shares in Q1 2026, an estimated $141K.
  • Masimo made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #988 holding.
  • Allworth Financial first reported a position in Masimo in Q1 2019 and has held it in 26 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.