ECM
MASI

Evergreen Capital Management’s Masimo MASI Stock Holding History

Evergreen Capital 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
-4,149
Closed -$738K – 1623
2026
Q1 		$738K Buy
+4,149
New +$651K 0.02% 597

Other funds holding MASI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Evergreen Capital Management's MASI Position: Q2 2026 in Review

Evergreen Capital Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 4,149 shares — an estimated $738K sold.

Evergreen Capital Management first reported a position in MASI in Q1 2026 and held it in 1 quarter. The position peaked at $738K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Evergreen Capital Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 4,149 Masimo shares in Q2 2026, an estimated $738K.
  • Evergreen Capital Management first reported a position in Masimo in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's Masimo position peaked at $738K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.