Capstone Investment Advisors
MASI

Capstone Investment Advisors’s Masimo MASI Stock Holding History

Capstone 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 		– Sell
-4,718
Closed -$614K – 1756
2025
Q4 		$614K Buy
4,718
+3,105
+192% +$445K ﹤0.01% 1073
2025
Q3 		$238K Buy
+1,613
New +$244K ﹤0.01% 1742
2023
Q3 		– Sell
-1,359
Closed -$224K – 2208
2023
Q2 		$224K Buy
+1,359
New +$237K ﹤0.01% 1500
2018
Q1 		– Sell
-2,900
Closed -$245K – 468
2017
Q4 		$245K Buy
+2,900
New +$252K 0.01% 403
2017
Q1 		– Sell
-4,557
Closed -$307K – 1021
2016
Q4 		$307K Sell
4,557
-12,623
-73% -$776K 0.01% 722
2016
Q3 		$1.02M Buy
17,180
+2,200
+15% +$124K 0.02% 372
2016
Q2 		$786K Buy
14,980
+9,880
+194% +$465K 0.02% 399
2016
Q1 		$213K Buy
+5,100
New +$192K 0.01% 585

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

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

Capstone Investment Advisors sold out of Masimo (MASI) in Q1 2026, closing a stake of 4,718 shares — an estimated $614K sold.

Capstone Investment Advisors first reported a position in MASI in Q1 2016 and held it in 8 quarters. The position peaked at $1.02M in Q3 2016. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Masimo position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,718 Masimo shares in Q1 2026, an estimated $614K.
  • Capstone Investment Advisors first reported a position in Masimo in Q1 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Masimo position peaked at $1.02M in Q3 2016.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.