CPG
MASI

Cornerstone Planning Group’s Masimo MASI Stock Holding History

Cornerstone Planning Group’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
-2
Closed -$358 – 1918
2026
Q1 		$358 Hold
2
– – ﹤0.01% 1719
2025
Q4 		$275 Buy
+2
New +$286 ﹤0.01% 1618

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 Planning Group's MASI Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Masimo (MASI) in Q2 2026, closing a stake of 2 shares — an estimated $358 sold.

Cornerstone Planning Group first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $358 in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Masimo shares in Q2 2026, an estimated $358.
  • Cornerstone Planning Group first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Masimo position peaked at $358 in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.