Clearstead Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-35
| Closed | -$6.23K | – | 3701 |
|
|
2026
Q1 | $6.23K | Sell |
35
-1,354
| -97% | -$213K | ﹤0.01% | 1700 |
|
|
2025
Q4 | $181K | Buy |
1,389
+919
| +196% | +$132K | ﹤0.01% | 957 |
|
|
2025
Q3 | $69.3K | Buy |
470
+73
| +18% | +$11.1K | ﹤0.01% | 1165 |
|
|
2025
Q2 | $66.8K | Buy |
+397
| New | +$63.4K | ﹤0.01% | 1189 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.98K | – | 2268 |
|
|
2024
Q4 | $1.98K | Sell |
12
-673
| -98% | -$106K | ﹤0.01% | 1844 |
|
|
2024
Q3 | $91.3K | Buy |
685
+85
| +14% | +$9.86K | ﹤0.01% | 1050 |
|
|
2024
Q2 | $75.6K | Buy |
600
+155
| +35% | +$20.4K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $51.7K | Buy |
445
+15
| +3% | +$1.94K | ﹤0.01% | 749 |
|
|
2023
Q4 | $50.4K | Buy |
430
+5
| +1% | +$466 | ﹤0.01% | 734 |
|
|
2023
Q3 | $37.3K | Sell |
425
-476
| -53% | -$55.4K | ﹤0.01% | 768 |
|
|
2023
Q2 | $148K | Buy |
901
+786
| +683% | +$137K | 0.01% | 485 |
|
|
2023
Q1 | $21.2K | Buy |
115
+100
| +667% | +$16.9K | ﹤0.01% | 845 |
|
|
2022
Q4 | $2.22K | Hold |
15
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q3 | $2K | Sell |
15
-140
| -90% | -$20.5K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $20K | Buy |
155
+65
| +72% | +$8.7K | ﹤0.01% | 800 |
|
|
2022
Q1 | $13K | Buy |
90
+75
| +500% | +$14.4K | ﹤0.01% | 951 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 923 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 924 |
|
|
2020
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $4K | Buy |
+15
| New | +$3.36K | ﹤0.01% | 760 |
|
Other funds holding MASI
Clearstead Advisors's MASI Position: Q2 2026 in Review
Clearstead Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 35 shares — an estimated $6.23K sold.
Clearstead Advisors first reported a position in MASI in Q3 2020 and held it in 22 quarters. The position peaked at $181K in Q4 2025. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.
- Clearstead Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
- Clearstead Advisors sold 35 Masimo shares in Q2 2026, an estimated $6.23K.
- Clearstead Advisors first reported a position in Masimo in Q3 2020 and held it in 22 quarters.
- Clearstead Advisors's Masimo position peaked at $181K in Q4 2025.
- 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.