Jones Financial Companies
MASI

Jones Financial Companies’s Masimo MASI Stock Holding History

Jones Financial Companies’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 		$451K Buy
2,545
+2,240
+734% +$352K ﹤0.01% 2100
2025
Q4 		$39.7K Sell
305
-80
-21% -$11.5K ﹤0.01% 2639
2025
Q3 		$54.4K Buy
385
+31
+9% +$4.69K ﹤0.01% 2343
2025
Q2 		$59.5K Buy
354
+19
+6% +$3.04K ﹤0.01% 2150
2025
Q1 		$54.8K Buy
335
+174
+108% +$30.2K ﹤0.01% 2021
2024
Q4 		$26.6K Buy
+161
New +$25.4K ﹤0.01% 2130
2024
Q3 		– Sell
-5
Closed -$630 – 3083
2024
Q2 		$630 Buy
+5
New +$658 ﹤0.01% 2325
2022
Q1 		– Sell
-8
Closed -$2K – 784
2021
Q4 		$2K Buy
+8
New +$2.28K ﹤0.01% 719

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

Jones Financial Companies's MASI Position: Q1 2026 in Review

Jones Financial Companies increased its Masimo (MASI) stake by 734% in Q1 2026, buying an estimated $352K and bringing the position to 2,545 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Jones Financial Companies first reported a position in MASI in Q4 2021 and has held it in 8 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Jones Financial Companies held 2,545 shares of Masimo worth $451K as of Q1 2026.
  • Jones Financial Companies bought 2,240 Masimo shares in Q1 2026, an estimated $352K.
  • Masimo made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2100 holding.
  • Jones Financial Companies first reported a position in Masimo in Q4 2021 and has held it in 8 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.