Beese Fulmer Investment Management’s Masimo MASI Stock Holding History

Beese Fulmer Investment Management’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 Q2	–	Sell	-2,360	Closed	-$420K	–	460
2026 Q1	$420K	Buy	2,360 +358	+18%	+$56.2K	0.03%	237
2025 Q4	$260K	Buy	+2,002	New	+$287K	0.02%	323

Other funds holding MASI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return

Beese Fulmer Investment Management's MASI Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 2,360 shares — an estimated $420K sold.

Beese Fulmer Investment Management first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $420K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Beese Fulmer Investment Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Beese Fulmer Investment Management sold 2,360 Masimo shares in Q2 2026, an estimated $420K.
Beese Fulmer Investment Management first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
Beese Fulmer Investment Management's Masimo position peaked at $420K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.