HWM
MASI

HB Wealth Management’s Masimo MASI Stock Holding History

HB Wealth 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
Q1 		$481K Buy
2,704
+367
+16% +$57.6K ﹤0.01% 996
2025
Q4 		$304K Buy
+2,337
New +$335K ﹤0.01% 1127
2025
Q3 		– Sell
-1,193
Closed -$201K – 1360
2025
Q2 		$201K Sell
1,193
-77
-6% -$12.3K ﹤0.01% 1108
2025
Q1 		$212K Buy
1,270
+56
+5% +$9.72K ﹤0.01% 1118
2024
Q4 		$201K Buy
+1,214
New +$192K ﹤0.01% 983

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HB Wealth Management's MASI Position: Q1 2026 in Review

HB Wealth Management increased its Masimo (MASI) stake by 16% in Q1 2026, buying an estimated $57.6K and bringing the position to 2,704 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

HB Wealth Management first reported a position in MASI in Q4 2024 and has held it in 5 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • HB Wealth Management held 2,704 shares of Masimo worth $481K as of Q1 2026.
  • HB Wealth Management bought 367 Masimo shares in Q1 2026, an estimated $57.6K.
  • Masimo made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #996 holding.
  • HB Wealth Management first reported a position in Masimo in Q4 2024 and has held it in 5 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.