Lockerman Financial Group’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-10,500
| Closed | -$1.87M | – | 94 |
|
|
2026
Q1 | $1.87M | Sell |
10,500
-1,300
| -11% | -$204K | 3.36% | 6 |
|
|
2025
Q4 | $1.53M | Hold |
11,800
| – | – | 2.94% | 8 |
|
|
2025
Q3 | $1.74M | Sell |
11,800
-1,300
| -10% | -$197K | 2.19% | 10 |
|
|
2025
Q2 | $2.2M | Hold |
13,100
| – | – | 2.97% | 3 |
|
|
2025
Q1 | $2.18M | Sell |
13,100
-500
| -4% | -$86.8K | 3.3% | 3 |
|
|
2024
Q4 | $2.25M | Hold |
13,600
| – | – | 3.83% | 4 |
|
|
2024
Q3 | $1.81M | Sell |
13,600
-800
| -6% | -$92.8K | 3.07% | 4 |
|
|
2024
Q2 | $1.81M | Hold |
14,400
| – | – | 3.29% | 4 |
|
|
2024
Q1 | $2.11M | Hold |
14,400
| – | – | 4.04% | 2 |
|
|
2023
Q4 | $1.69M | Hold |
14,400
| – | – | 3.9% | 2 |
|
|
2023
Q3 | $1.26M | Hold |
14,400
| – | – | 3.4% | 4 |
|
|
2023
Q2 | $2.37M | Hold |
14,400
| – | – | 6.58% | 2 |
|
|
2023
Q1 | $2.66M | Hold |
14,400
| – | – | 7.31% | 2 |
|
|
2022
Q4 | $2.13M | Sell |
14,400
-1,200
| -8% | -$165K | 6.22% | 2 |
|
|
2022
Q3 | $2.2M | Sell |
15,600
-300
| -2% | -$43.8K | 6.34% | 4 |
|
|
2022
Q2 | $2.08M | Hold |
15,900
| – | – | 6.64% | 3 |
|
|
2022
Q1 | $2.31M | Hold |
15,900
| – | – | 6.25% | 3 |
|
|
2021
Q4 | $4.66M | Buy |
+15,900
| New | +$4.53M | 12.18% | 1 |
|
Other funds holding MASI
Lockerman Financial Group's MASI Position: Q2 2026 in Review
Lockerman Financial Group sold out of Masimo (MASI) in Q2 2026, closing a stake of 10,500 shares — an estimated $1.87M sold.
Lockerman Financial Group first reported a position in MASI in Q4 2021 and held it in 18 quarters. The position peaked at $4.66M in Q4 2021. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.
- Lockerman Financial Group reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
- Lockerman Financial Group sold 10,500 Masimo shares in Q2 2026, an estimated $1.87M.
- Lockerman Financial Group first reported a position in Masimo in Q4 2021 and held it in 18 quarters.
- Lockerman Financial Group's Masimo position peaked at $4.66M in Q4 2021.
- 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.
Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.