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Cornerstone Financial Management’s Masimo MASI Stock Holding History

Cornerstone Financial Management’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
-6
Closed -$1.07K – 1522
2026
Q1 		$1.07K Hold
6
– – ﹤0.01% 942
2025
Q4 		$780 Buy
+6
New +$859 ﹤0.01% 1013

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

Cornerstone Financial Management's MASI Position: Q2 2026 in Review

Cornerstone Financial Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 6 shares — an estimated $1.07K sold.

Cornerstone Financial Management first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $1.07K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Cornerstone Financial Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 6 Masimo shares in Q2 2026, an estimated $1.07K.
  • Cornerstone Financial Management first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Management's Masimo position peaked at $1.07K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.