Boreal Capital Management’s Masimo MASI Stock Holding History

Boreal Capital 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	-75	Closed	-$13.3K	–	517
2026 Q1	$13.3K	Hold	75	–	–	0.01%	292
2025 Q4	$9.76K	Hold	75	–	–	0.01%	345
2025 Q3	$11.1K	Hold	75	–	–	0.01%	338
2025 Q2	$12.6K	Buy	+75	New	+$12K	0.01%	320

Other funds holding MASI

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Boreal Capital Management's MASI Position: Q2 2026 in Review

Boreal Capital Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 75 shares — an estimated $13.3K sold.

Boreal Capital Management first reported a position in MASI in Q2 2025 and held it in 4 quarters. The position peaked at $13.3K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Boreal Capital Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Boreal Capital Management sold 75 Masimo shares in Q2 2026, an estimated $13.3K.
Boreal Capital Management first reported a position in Masimo in Q2 2025 and held it in 4 quarters.
Boreal Capital Management's Masimo position peaked at $13.3K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.