Bell Investment Advisors’s Masimo MASI Stock Holding History

Bell Investment Advisors’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	$14.4K	Buy	81 +60	+286%	+$9.42K	﹤0.01%	550
2025 Q4	$2.73K	Sell	21 -8	-28%	-$1.15K	﹤0.01%	1234
2025 Q3	$4.28K	Hold	29	–	–	﹤0.01%	1007
2025 Q2	$4.88K	Buy	29 +12	+71%	+$1.92K	﹤0.01%	983
2025 Q1	$2.83K	Hold	17	–	–	﹤0.01%	1171
2024 Q4	$2.81K	Hold	17	–	–	﹤0.01%	1197
2024 Q3	$2.27K	Sell	17 -6	-26%	-$696	﹤0.01%	1304
2024 Q2	$2.9K	Hold	23	–	–	﹤0.01%	1195
2024 Q1	$3.38K	Hold	23	–	–	﹤0.01%	1119
2023 Q4	$2.7K	Buy	23 +22	+2,200%	+$2.05K	﹤0.01%	1201
2023 Q3	$88	Sell	1 -18	-95%	-$2.1K	﹤0.01%	1917
2023 Q2	$3.13K	Sell	19 -3	-14%	-$522	﹤0.01%	1069
2023 Q1	$4.06K	Sell	22 -10	-31%	-$1.69K	﹤0.01%	877
2022 Q4	$4.73K	Sell	32 -11	-26%	-$1.51K	﹤0.01%	846
2022 Q3	$6K	Sell	43 -3	-7%	-$438	﹤0.01%	602
2022 Q2	$6K	Buy	+46	New	+$6.15K	﹤0.01%	629
2021 Q4	$7K	Sell	23 -32	-58%	-$9.11K	﹤0.01%	615
2021 Q3	$15K	Buy	+55	New	+$14.9K	﹤0.01%	352

Other funds holding MASI

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bell Investment Advisors's MASI Position: Q1 2026 in Review

Bell Investment Advisors increased its Masimo (MASI) stake by 286% in Q1 2026, buying an estimated $9.42K and bringing the position to 81 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Bell Investment Advisors first reported a position in MASI in Q3 2021 and has held it in 18 quarters since. The position peaked at $15K in Q3 2021. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

Bell Investment Advisors held 81 shares of Masimo worth $14.4K as of Q1 2026.
Bell Investment Advisors bought 60 Masimo shares in Q1 2026, an estimated $9.42K.
Masimo made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #550 holding.
Bell Investment Advisors first reported a position in Masimo in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Masimo position peaked at $15K in Q3 2021.
445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.