CIA
MASI

Caerus Investment Advisors’s Masimo MASI Stock Holding History

Caerus 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
Q2 		– Sell
-1,526
Closed -$271K – 372
2026
Q1 		$271K Buy
+1,526
New +$240K 0.11% 188

Other funds holding MASI

IA
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

Caerus Investment Advisors's MASI Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,526 shares — an estimated $271K sold.

Caerus Investment Advisors first reported a position in MASI in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Caerus Investment Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,526 Masimo shares in Q2 2026, an estimated $271K.
  • Caerus Investment Advisors first reported a position in Masimo in Q1 2026 and held it in 1 quarter.
  • Caerus Investment Advisors's Masimo position peaked at $271K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.