Corient Private Wealth
MASI

Corient Private Wealth’s Masimo MASI Stock Holding History

Corient Private Wealth’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
-321,600
Closed -$57.2M – 3165
2026
Q1 		$57.2M Sell
321,600
-18,630
-5% -$2.92M 0.08% 219
2025
Q4 		$44.3M Buy
340,230
+4,015
+1% +$575K 0.06% 260
2025
Q3 		$49.6M Buy
336,215
+5,801
+2% +$878K 0.08% 233
2025
Q2 		$55.6M Sell
330,414
-17,624
-5% -$2.81M 0.07% 220
2025
Q1 		$58M Buy
348,038
+355
+0.1% +$61.6K 0.09% 200
2024
Q4 		$57.5M Buy
347,683
+343,797
+8,847% +$54.3M 0.1% 203
2024
Q3 		$518K Sell
3,886
-161
-4% -$18.7K ﹤0.01% 1717
2024
Q2 		$510K Sell
4,047
-65
-2% -$8.56K ﹤0.01% 1632
2024
Q1 		$604K Buy
4,112
+75
+2% +$9.68K ﹤0.01% 1538
2023
Q4 		$473K Buy
4,037
+1,611
+66% +$150K ﹤0.01% 1635
2023
Q3 		$213K Sell
2,426
-266
-10% -$31K ﹤0.01% 1891
2023
Q2 		$443K Sell
2,692
-1,169
-30% -$204K ﹤0.01% 1509
2023
Q1 		$713K Buy
3,861
+2,338
+154% +$394K ﹤0.01% 1225
2022
Q4 		$225K Buy
+1,523
New +$210K ﹤0.01% 1450

Other funds holding MASI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Corient Private Wealth's MASI Position: Q2 2026 in Review

Corient Private Wealth sold out of Masimo (MASI) in Q2 2026, closing a stake of 321,600 shares — an estimated $57.2M sold.

Corient Private Wealth first reported a position in MASI in Q4 2022 and held it in 14 quarters. The position peaked at $58M in Q1 2025. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Corient Private Wealth reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 321,600 Masimo shares in Q2 2026, an estimated $57.2M.
  • Corient Private Wealth first reported a position in Masimo in Q4 2022 and held it in 14 quarters.
  • Corient Private Wealth's Masimo position peaked at $58M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

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