Creative Planning’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.08M | Buy |
22,920
+5,811
| +34% | +$912K | ﹤0.01% | 1345 |
|
|
2025
Q4 | $2.23M | Buy |
17,109
+6,075
| +55% | +$870K | ﹤0.01% | 1642 |
|
|
2025
Q3 | $1.63M | Sell |
11,034
-136
| -1% | -$20.6K | ﹤0.01% | 1710 |
|
|
2025
Q2 | $1.88M | Sell |
11,170
-48
| -0.4% | -$7.67K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $1.87M | Sell |
11,218
-2,979
| -21% | -$517K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $2.35M | Sell |
14,197
-503
| -3% | -$79.4K | ﹤0.01% | 1032 |
|
|
2024
Q3 | $1.96M | Sell |
14,700
-916
| -6% | -$106K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $1.97M | Sell |
15,616
-1,080
| -6% | -$142K | ﹤0.01% | 991 |
|
|
2024
Q1 | $2.45M | Sell |
16,696
-3,073
| -16% | -$397K | ﹤0.01% | 885 |
|
|
2023
Q4 | $2.32M | Buy |
19,769
+1,483
| +8% | +$138K | ﹤0.01% | 861 |
|
|
2023
Q3 | $1.6M | Buy |
18,286
+3,581
| +24% | +$417K | ﹤0.01% | 955 |
|
|
2023
Q2 | $2.42M | Buy |
14,705
+3,332
| +29% | +$580K | ﹤0.01% | 733 |
|
|
2023
Q1 | $2.1M | Sell |
11,373
-354
| -3% | -$59.7K | ﹤0.01% | 760 |
|
|
2022
Q4 | $1.73M | Buy |
11,727
+677
| +6% | +$93.2K | ﹤0.01% | 803 |
|
|
2022
Q3 | $1.56M | Buy |
11,050
+661
| +6% | +$96.6K | ﹤0.01% | 774 |
|
|
2022
Q2 | $1.36M | Buy |
10,389
+450
| +5% | +$60.2K | ﹤0.01% | 848 |
|
|
2022
Q1 | $1.45M | Buy |
9,939
+1,210
| +14% | +$232K | ﹤0.01% | 834 |
|
|
2021
Q4 | $2.56M | Buy |
8,729
+92
| +1% | +$26.2K | ﹤0.01% | 614 |
|
|
2021
Q3 | $2.34M | Sell |
8,637
-116
| -1% | -$31.5K | ﹤0.01% | 640 |
|
|
2021
Q2 | $2.12M | Sell |
8,753
-121
| -1% | -$27.6K | ﹤0.01% | 660 |
|
|
2021
Q1 | $2.04M | Buy |
8,874
+396
| +5% | +$99.5K | ﹤0.01% | 719 |
|
|
2020
Q4 | $2.27M | Sell |
8,478
-7,468
| -47% | -$1.86M | 0.01% | 621 |
|
|
2020
Q3 | $3.76M | Buy |
+15,946
| New | +$3.57M | 0.01% | 371 |
|
|
2017
Q4 | – | Sell |
-3,056
| Closed | -$265K | – | 1962 |
|
|
2017
Q3 | $265K | Buy |
3,056
+2,170
| +245% | +$192K | ﹤0.01% | 1407 |
|
|
2017
Q2 | $81K | Buy |
886
+23
| +3% | +$2.11K | ﹤0.01% | 2145 |
|
|
2017
Q1 | $80K | Buy |
863
+779
| +927% | +$64.1K | ﹤0.01% | 2110 |
|
|
2016
Q4 | $6K | Buy |
84
+67
| +394% | +$4.12K | ﹤0.01% | 3860 |
|
|
2016
Q3 | $1K | Buy |
17
+9
| +113% | +$508 | ﹤0.01% | 4406 |
|
|
2016
Q2 | $0 | Sell |
8
-80
| -91% | -$3.77K | ﹤0.01% | 4447 |
|
|
2016
Q1 | $4K | Sell |
88
-51
| -37% | -$1.92K | ﹤0.01% | 3704 |
|
|
2015
Q4 | $6K | Buy |
139
+39
| +39% | +$1.59K | ﹤0.01% | 3590 |
|
|
2015
Q3 | $4K | Buy |
+100
| New | +$4.09K | ﹤0.01% | 3720 |
|
|
2015
Q2 | – | Sell |
-104
| Closed | -$3K | – | 2196 |
|
|
2015
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 3753 |
|
|
2014
Q4 | $3K | Sell |
104
-1,100
| -91% | -$27.1K | ﹤0.01% | 3713 |
|
|
2014
Q3 | $26K | Buy |
1,204
+1,200
| +30,000% | +$27.4K | ﹤0.01% | 2366 |
|
|
2014
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 3888 |
|
|
2014
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 3701 |
|
|
2013
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3397 |
|
|
2013
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3290 |
|
|
2013
Q2 | $0 | Buy |
+4
| New | +$84 | ﹤0.01% | 3095 |
|
Other funds holding MASI
PCM
PCM
HI
VCM
VPM
Creative Planning's MASI Position: Q1 2026 in Review
Creative Planning increased its Masimo (MASI) stake by 34% in Q1 2026, buying an estimated $912K and bringing the position to 22,920 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.
Creative Planning first reported a position in MASI in Q2 2013 and has held it in 40 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.
- Creative Planning held 22,920 shares of Masimo worth $4.08M as of Q1 2026.
- Creative Planning bought 5,811 Masimo shares in Q1 2026, an estimated $912K.
- Masimo made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1345 holding.
- Creative Planning first reported a position in Masimo in Q2 2013 and has held it in 40 quarters since.
- 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.