Essential Partners’s Masimo MASI Stock Holding History

Essential Partners’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	-1,183	Closed	-$210K	–	2921
2026 Q1	$210K	Buy	1,183 +296	+33%	+$46.5K	0.07%	282
2025 Q4	$115K	Buy	887 +857	+2,857%	+$123K	0.04%	415
2025 Q3	$4.43K	Buy	30 +1	+3%	+$151	﹤0.01%	1466
2025 Q2	$4.88K	Buy	+29	New	+$4.63K	﹤0.01%	1062

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

Essential Partners's MASI Position: Q2 2026 in Review

Essential Partners sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,183 shares — an estimated $210K sold.

Essential Partners first reported a position in MASI in Q2 2025 and held it in 4 quarters. The position peaked at $210K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Essential Partners reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 1,183 Masimo shares in Q2 2026, an estimated $210K.
Essential Partners first reported a position in Masimo in Q2 2025 and held it in 4 quarters.
Essential Partners's Masimo position peaked at $210K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.