CFP
MASI

Comprehensive Financial Planning’s Masimo MASI Stock Holding History

Comprehensive Financial Planning’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 		$355 Hold
2
– – ﹤0.01% 365
2025
Q4 		$260 Hold
2
– – ﹤0.01% 396
2025
Q3 		$295 Hold
2
– – ﹤0.01% 330
2025
Q2 		$336 Hold
2
– – ﹤0.01% 318
2025
Q1 		$333 Hold
2
– – ﹤0.01% 312
2024
Q4 		$331 Buy
+2
New +$316 ﹤0.01% 338

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

Comprehensive Financial Planning's MASI Position: Q1 2026 in Review

Comprehensive Financial Planning held its Masimo (MASI) position steady in Q1 2026 at 2 shares worth $355. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Comprehensive Financial Planning first reported a position in MASI in Q4 2024 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Comprehensive Financial Planning held 2 shares of Masimo worth $355 as of Q1 2026.
  • Comprehensive Financial Planning left its Masimo share count unchanged in Q1 2026.
  • Masimo made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #365 holding.
  • Comprehensive Financial Planning first reported a position in Masimo in Q4 2024 and has held it in 6 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.