New Age Alpha Advisors’s Masimo MASI Stock Holding History

New Age Alpha Advisors’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	-4,135	Closed	-$735K	–	967
2026 Q1	$735K	Sell	4,135 -103	-2%	-$16.2K	0.03%	452
2025 Q4	$551K	Buy	4,238 +2,067	+95%	+$296K	0.02%	469
2025 Q3	$320K	Sell	2,171 -39	-2%	-$5.9K	0.01%	552
2025 Q2	$372K	Sell	2,210 -60	-3%	-$9.58K	0.02%	517
2025 Q1	$378K	Sell	2,270 -1,701	-43%	-$295K	0.02%	545
2024 Q4	$656K	Buy	+3,971	New	+$627K	0.03%	494

Other funds holding MASI

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

New Age Alpha Advisors's MASI Position: Q2 2026 in Review

New Age Alpha Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 4,135 shares — an estimated $735K sold.

New Age Alpha Advisors first reported a position in MASI in Q4 2024 and held it in 6 quarters. The position peaked at $735K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

New Age Alpha Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
New Age Alpha Advisors sold 4,135 Masimo shares in Q2 2026, an estimated $735K.
New Age Alpha Advisors first reported a position in Masimo in Q4 2024 and held it in 6 quarters.
New Age Alpha Advisors's Masimo position peaked at $735K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.