CA
MASI

Clearstead Advisors’s Masimo MASI Stock Holding History

Clearstead 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 		$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 Sell
430
-420
-49% -$39.1K ﹤0.01% 734
2023
Q3 		$74.5K Sell
850
-51
-6% -$5.94K ﹤0.01% 802
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

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

Clearstead Advisors's MASI Position: Q1 2026 in Review

Clearstead Advisors reduced its Masimo (MASI) stake by 97% in Q1 2026, selling an estimated $213K and leaving 35 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Clearstead Advisors first reported a position in MASI in Q3 2020 and has held it in 22 quarters since. The position peaked at $181K in Q4 2025. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Clearstead Advisors held 35 shares of Masimo worth $6.23K as of Q1 2026.
  • Clearstead Advisors sold 1,354 Masimo shares in Q1 2026, an estimated $213K.
  • Masimo made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1700 holding.
  • Clearstead Advisors first reported a position in Masimo in Q3 2020 and has held it in 22 quarters since.
  • Clearstead Advisors's Masimo position peaked at $181K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.