JG
MASI

Joel Greenblatt’s Masimo MASI Stock Holding History

Joel Greenblatt’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
-341,468
Closed -$60.7M – 1854
2026
Q1 		$60.7M Sell
341,468
-726
-0.2% -$114K 0.19% 56
2025
Q4 		$44.5M Buy
342,194
+213,168
+165% +$30.5M 0.16% 93
2025
Q3 		$19M Sell
129,026
-36,330
-22% -$5.5M 0.08% 338
2025
Q2 		$27.8M Buy
165,356
+20,766
+14% +$3.32M 0.17% 92
2025
Q1 		$24.1M Buy
144,590
+16,810
+13% +$2.92M 0.2% 53
2024
Q4 		$21.1M Sell
127,780
-25,706
-17% -$4.06M 0.2% 70
2024
Q3 		$20.5M Buy
153,486
+72,727
+90% +$8.44M 0.21% 57
2024
Q2 		$10.2M Buy
80,759
+3,661
+5% +$482K 0.13% 182
2024
Q1 		$11.3M Sell
77,098
-2,958
-4% -$382K 0.17% 110
2023
Q4 		$9.38M Buy
80,056
+74,803
+1,424% +$6.97M 0.17% 102
2023
Q3 		$461K Sell
5,253
-1,709
-25% -$199K 0.01% 984
2023
Q2 		$1.15M Buy
6,962
+1,180
+20% +$205K 0.02% 727
2023
Q1 		$1.07M Buy
5,782
+881
+18% +$149K 0.03% 720
2022
Q4 		$725K Buy
4,901
+586
+14% +$80.6K 0.02% 785
2022
Q3 		$609K Sell
4,315
-2,193
-34% -$320K 0.02% 803
2022
Q2 		$850K Sell
6,508
-6,812
-51% -$911K 0.03% 623
2022
Q1 		$1.94M Buy
13,320
+11,329
+569% +$2.18M 0.06% 354
2021
Q4 		$583K Buy
1,991
+700
+54% +$199K 0.02% 718
2021
Q3 		$349K Sell
1,291
-534
-29% -$145K 0.01% 769
2021
Q2 		$442K Buy
1,825
+12
+0.7% +$2.74K 0.02% 721
2021
Q1 		$416K Sell
1,813
-5
-0.3% -$1.26K 0.02% 730
2020
Q4 		$488K Sell
1,818
-9
-0.5% -$2.24K 0.02% 717
2020
Q3 		$431K Sell
1,827
-60
-3% -$13.4K 0.01% 763
2020
Q2 		$430K Buy
1,887
+42
+2% +$9.22K 0.01% 784
2020
Q1 		$327K Sell
1,845
-10
-0.5% -$1.72K 0.01% 811
2019
Q4 		$293K Sell
1,855
-6,621
-78% -$995K 0.01% 943
2019
Q3 		$1.26M Sell
8,476
-399
-4% -$60.6K 0.02% 539
2019
Q2 		$1.32M Sell
8,875
-9,129
-51% -$1.25M 0.02% 582
2019
Q1 		$2.49M Sell
18,004
-28,212
-61% -$3.54M 0.04% 467
2018
Q4 		$4.96M Buy
46,216
+35,977
+351% +$4.01M 0.08% 333
2018
Q3 		$1.27M Sell
10,239
-34,532
-77% -$3.83M 0.02% 570
2018
Q2 		$4.37M Buy
44,771
+11,487
+35% +$1.09M 0.06% 363
2018
Q1 		$2.93M Buy
+33,284
New +$2.9M 0.04% 439
2017
Q4 		– Sell
-62,657
Closed -$5.42M – 1005
2017
Q3 		$5.42M Buy
62,657
+50,913
+434% +$4.5M 0.08% 342
2017
Q2 		$1.07M Sell
11,744
-37
-0.3% -$3.4K 0.02% 631
2017
Q1 		$1.1M Sell
11,781
-27,652
-70% -$2.28M 0.01% 649
2016
Q4 		$2.66M Buy
39,433
+11,465
+41% +$705K 0.03% 469
2016
Q3 		$1.66M Buy
27,968
+13,951
+100% +$787K 0.02% 523
2016
Q2 		$736K Buy
14,017
+213
+2% +$10K 0.01% 667
2016
Q1 		$578K Buy
+13,804
New +$519K 0.01% 746
2015
Q2 		– Sell
-42,408
Closed -$1.4M – 987
2015
Q1 		$1.4M Buy
+42,408
New +$1.22M 0.01% 558
2014
Q4 		– Sell
-55,059
Closed -$1.17M – 1004
2014
Q3 		$1.17M Sell
55,059
-18,897
-26% -$431K 0.01% 608
2014
Q2 		$1.75M Buy
73,956
+35,280
+91% +$875K 0.02% 561
2014
Q1 		$1.06M Sell
38,676
-48,212
-55% -$1.38M 0.02% 644
2013
Q4 		$2.54M Sell
86,888
-7,657
-8% -$214K 0.06% 429
2013
Q3 		$2.52M Sell
94,545
-42,293
-31% -$1.04M 0.08% 367
2013
Q2 		$2.9M Buy
+136,838
New +$2.88M 0.12% 241

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

Joel Greenblatt's MASI Position: Q2 2026 in Review

Joel Greenblatt sold out of Masimo (MASI) in Q2 2026, closing a stake of 341,468 shares — an estimated $60.7M sold.

Joel Greenblatt first reported a position in MASI in Q2 2013 and held it in 47 quarters. The position peaked at $60.7M in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Joel Greenblatt reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Joel Greenblatt sold 341,468 Masimo shares in Q2 2026, an estimated $60.7M.
  • Joel Greenblatt first reported a position in Masimo in Q2 2013 and held it in 47 quarters.
  • Joel Greenblatt's Masimo position peaked at $60.7M in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.