LPL Financial’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Buy |
8,355
+843
| +11% | +$132K | ﹤0.01% | 3793 |
|
|
2025
Q4 | $977K | Buy |
7,512
+190
| +3% | +$27.2K | ﹤0.01% | 4097 |
|
|
2025
Q3 | $1.08M | Buy |
7,322
+18
| +0.2% | +$2.73K | ﹤0.01% | 3925 |
|
|
2025
Q2 | $1.23M | Buy |
7,304
+2,248
| +44% | +$359K | ﹤0.01% | 3563 |
|
|
2025
Q1 | $842K | Buy |
5,056
+746
| +17% | +$129K | ﹤0.01% | 3703 |
|
|
2024
Q4 | $712K | Buy |
4,310
+803
| +23% | +$127K | ﹤0.01% | 3777 |
|
|
2024
Q3 | $468K | Buy |
3,507
+18
| +0.5% | +$2.09K | ﹤0.01% | 4051 |
|
|
2024
Q2 | $439K | Sell |
3,489
-7
| -0.2% | -$922 | ﹤0.01% | 3972 |
|
|
2024
Q1 | $513K | Sell |
3,496
-1,047
| -23% | -$135K | ﹤0.01% | 3758 |
|
|
2023
Q4 | $532K | Sell |
4,543
-1,594
| -26% | -$149K | ﹤0.01% | 3611 |
|
|
2023
Q3 | $538K | Sell |
6,137
-13,589
| -69% | -$1.58M | ﹤0.01% | 3435 |
|
|
2023
Q2 | $3.25M | Sell |
19,726
-279
| -1% | -$48.6K | ﹤0.01% | 1858 |
|
|
2023
Q1 | $3.69M | Sell |
20,005
-1,062
| -5% | -$179K | ﹤0.01% | 1696 |
|
|
2022
Q4 | $3.12M | Sell |
21,067
-2,560
| -11% | -$352K | ﹤0.01% | 1751 |
|
|
2022
Q3 | $3.33M | Sell |
23,627
-505
| -2% | -$73.8K | ﹤0.01% | 1643 |
|
|
2022
Q2 | $3.15M | Sell |
24,132
-1,729
| -7% | -$231K | ﹤0.01% | 1693 |
|
|
2022
Q1 | $3.76M | Sell |
25,861
-4,553
| -15% | -$874K | ﹤0.01% | 1619 |
|
|
2021
Q4 | $8.9M | Buy |
30,414
+1,408
| +5% | +$401K | 0.01% | 1089 |
|
|
2021
Q3 | $7.85M | Buy |
29,006
+2,152
| +8% | +$584K | 0.01% | 1095 |
|
|
2021
Q2 | $6.51M | Sell |
26,854
-442
| -2% | -$101K | 0.01% | 1166 |
|
|
2021
Q1 | $6.27M | Buy |
27,296
+2,098
| +8% | +$527K | 0.01% | 1084 |
|
|
2020
Q4 | $6.76M | Buy |
25,198
+10,661
| +73% | +$2.66M | 0.01% | 946 |
|
|
2020
Q3 | $3.43M | Buy |
14,537
+3,064
| +27% | +$687K | 0.01% | 1156 |
|
|
2020
Q2 | $2.62M | Sell |
11,473
-1,489
| -11% | -$327K | ﹤0.01% | 1206 |
|
|
2020
Q1 | $2.3M | Sell |
12,962
-3,771
| -23% | -$647K | ﹤0.01% | 1108 |
|
|
2019
Q4 | $2.65M | Buy |
16,733
+9,110
| +120% | +$1.37M | ﹤0.01% | 1179 |
|
|
2019
Q3 | $1.13M | Sell |
7,623
-1,140
| -13% | -$173K | ﹤0.01% | 1635 |
|
|
2019
Q2 | $1.3M | Buy |
8,763
+532
| +6% | +$73K | ﹤0.01% | 1538 |
|
|
2019
Q1 | $1.14M | Buy |
8,231
+1,337
| +19% | +$168K | ﹤0.01% | 1571 |
|
|
2018
Q4 | $740K | Sell |
6,894
-1,237
| -15% | -$138K | ﹤0.01% | 1744 |
|
|
2018
Q3 | $1.01M | Buy |
8,131
+4,450
| +121% | +$494K | ﹤0.01% | 1665 |
|
|
2018
Q2 | $359K | Sell |
3,681
-3,965
| -52% | -$377K | ﹤0.01% | 2477 |
|
|
2018
Q1 | $672K | Sell |
7,646
-3,093
| -29% | -$270K | ﹤0.01% | 1896 |
|
|
2017
Q4 | $911K | Buy |
+10,739
| New | +$931K | ﹤0.01% | 1589 |
|
|
2017
Q3 | – | Sell |
-9,717
| Closed | -$886K | – | 2904 |
|
|
2017
Q2 | $886K | Buy |
+9,717
| New | +$892K | ﹤0.01% | 1451 |
|
Other funds holding MASI
PCM
PCM
HI
VCM
VPM
LPL Financial's MASI Position: Q1 2026 in Review
LPL Financial increased its Masimo (MASI) stake by 11% in Q1 2026, buying an estimated $132K and bringing the position to 8,355 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3793.
LPL Financial first reported a position in MASI in Q2 2017 and has held it in 35 quarters since. The position peaked at $8.9M in Q4 2021. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.
- LPL Financial held 8,355 shares of Masimo worth $1.49M as of Q1 2026.
- LPL Financial bought 843 Masimo shares in Q1 2026, an estimated $132K.
- Masimo made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3793 holding.
- LPL Financial first reported a position in Masimo in Q2 2017 and has held it in 35 quarters since.
- LPL Financial's Masimo position peaked at $8.9M in Q4 2021.
- 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.