Carson Wealth (CWM LLC)
MASI

Carson Wealth (CWM LLC)’s Masimo MASI Stock Holding History

Carson Wealth (CWM LLC)’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 		$6.17M Buy
34,690
+16,155
+87% +$2.54M 0.02% 727
2025
Q4 		$2.41M Buy
18,535
+17,671
+2,045% +$2.53M 0.01% 1068
2025
Q3 		$127K Sell
864
-67
-7% -$10.1K ﹤0.01% 2792
2025
Q2 		$157K Sell
931
-219
-19% -$35K ﹤0.01% 2374
2025
Q1 		$192K Buy
1,150
+15
+1% +$2.6K ﹤0.01% 1946
2024
Q4 		$188K Buy
1,135
+65
+6% +$10.3K ﹤0.01% 1859
2024
Q3 		$143K Sell
1,070
-93
-8% -$10.8K ﹤0.01% 1958
2024
Q2 		$146K Buy
1,163
+53
+5% +$6.98K ﹤0.01% 1753
2024
Q1 		$163K Sell
1,110
-208
-16% -$26.9K ﹤0.01% 1610
2023
Q4 		$154K Buy
1,318
+157
+14% +$14.6K ﹤0.01% 1538
2023
Q3 		$102K Sell
1,161
-124
-10% -$14.4K ﹤0.01% 1618
2023
Q2 		$211K Sell
1,285
-23
-2% -$4K ﹤0.01% 1226
2023
Q1 		$241K Buy
1,308
+32
+3% +$5.4K ﹤0.01% 1129
2022
Q4 		$189K Sell
1,276
-77
-6% -$10.6K ﹤0.01% 1118
2022
Q3 		$191K Buy
1,353
+180
+15% +$26.3K ﹤0.01% 1074
2022
Q2 		$153K Buy
1,173
+91
+8% +$12.2K ﹤0.01% 1146
2022
Q1 		$157K Buy
1,082
+211
+24% +$40.5K ﹤0.01% 1145
2021
Q4 		$255K Buy
+871
New +$248K ﹤0.01% 927
2021
Q2 		$206K Hold
851
– – ﹤0.01% 896
2021
Q1 		$206K Hold
851
– – ﹤0.01% 896
2020
Q4 		$206K Hold
851
– – ﹤0.01% 896
2020
Q3 		$206K Hold
851
– – ﹤0.01% 896
2020
Q2 		$206K Hold
851
– – ﹤0.01% 896
2020
Q1 		$206K Hold
851
– – ﹤0.01% 896
2019
Q4 		$206K Hold
851
– – ﹤0.01% 896
2019
Q3 		$206K Hold
851
– – ﹤0.01% 896
2019
Q2 		$206K Hold
851
– – ﹤0.01% 896
2019
Q1 		$206K Buy
851
+839
+6,992% +$105K ﹤0.01% 896
2018
Q4 		$1K Buy
+12
New +$1.34K ﹤0.01% 1929
2015
Q1 		– Sell
-119,524
Closed -$3.15M – 188
2014
Q4 		$3.15M Buy
119,524
+19,745
+20% +$487K 0.38% 102
2014
Q3 		$2.12M Buy
99,779
+23,653
+31% +$540K 0.31% 96
2014
Q2 		$1.8M Sell
76,126
-1,043
-1% -$25.9K 0.32% 93
2014
Q1 		$2.11M Buy
77,169
+42,397
+122% +$1.21M 0.29% 65
2013
Q4 		$1.02M Buy
34,772
+9,569
+38% +$268K 0.16% 92
2013
Q3 		$671K Buy
+25,203
New +$621K 0.18% 75

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

Carson Wealth (CWM LLC)'s MASI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Masimo (MASI) stake by 87% in Q1 2026, buying an estimated $2.54M and bringing the position to 34,690 shares worth $6.17M. The position accounts for 0.02% of the portfolio, ranked #727.

Carson Wealth (CWM LLC) first reported a position in MASI in Q3 2013 and has held it in 35 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,690 shares of Masimo worth $6.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,155 Masimo shares in Q1 2026, an estimated $2.54M.
  • Masimo made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #727 holding.
  • Carson Wealth (CWM LLC) first reported a position in Masimo in Q3 2013 and has held it in 35 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.