Corient IA’s Masimo MASI Stock Holding History

Corient IA’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 Q2	–	Sell	-1,340	Closed	-$238K	–	269
2026 Q1	$238K	Buy	+1,340	New	+$210K	0.22%	174
2025 Q4	–	Sell	-1,500	Closed	-$221K	–	228
2025 Q3	$221K	Hold	1,500	–	–	0.17%	220
2025 Q2	$252K	Hold	1,500	–	–	0.15%	251
2025 Q1	$250K	Buy	+1,500	New	+$260K	0.18%	238

Other funds holding MASI

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Corient IA's MASI Position: Q2 2026 in Review

Corient IA sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,340 shares — an estimated $238K sold.

Corient IA first reported a position in MASI in Q1 2025 and held it in 4 quarters. The position peaked at $252K in Q2 2025. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Corient IA reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Corient IA sold 1,340 Masimo shares in Q2 2026, an estimated $238K.
Corient IA first reported a position in Masimo in Q1 2025 and held it in 4 quarters.
Corient IA's Masimo position peaked at $252K in Q2 2025.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.