NewEdge Advisors’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 |
-1,827
| Closed | -$325K | – | 4308 |
|
|
2026
Q1 | $325K | Buy |
1,827
+1,715
| +1,531% | +$269K | ﹤0.01% | 2287 |
|
|
2025
Q4 | $14.5K | Hold |
112
| – | – | ﹤0.01% | 3353 |
|
|
2025
Q3 | $16.5K | Hold |
112
| – | – | ﹤0.01% | 3181 |
|
|
2025
Q2 | $18.8K | Hold |
112
| – | – | ﹤0.01% | 2981 |
|
|
2025
Q1 | $18.6K | Hold |
112
| – | – | ﹤0.01% | 2887 |
|
|
2024
Q4 | $18.5K | Hold |
112
| – | – | ﹤0.01% | 2831 |
|
|
2024
Q3 | $14.9K | Sell |
112
-44
| -28% | -$5.11K | ﹤0.01% | 2812 |
|
|
2024
Q2 | $19.6K | Hold |
156
| – | – | ﹤0.01% | 2632 |
|
|
2024
Q1 | $22.9K | Hold |
156
| – | – | ﹤0.01% | 2588 |
|
|
2023
Q4 | $18.2K | Buy |
156
+100
| +179% | +$9.32K | ﹤0.01% | 2601 |
|
|
2023
Q3 | $4.88K | Sell |
56
-13
| -19% | -$1.51K | ﹤0.01% | 2822 |
|
|
2023
Q2 | $11.3K | Hold |
69
| – | – | ﹤0.01% | 2558 |
|
|
2023
Q1 | $12.7K | Sell |
69
-222
| -76% | -$37.5K | ﹤0.01% | 2499 |
|
|
2022
Q4 | $29.5K | Buy |
+291
| New | +$40K | ﹤0.01% | 1973 |
|
|
2022
Q1 | – | Sell |
-1,581
| Closed | -$463K | – | 1425 |
|
|
2021
Q4 | $463K | Buy |
1,581
+25
| +2% | +$7.12K | 0.01% | 1114 |
|
|
2021
Q3 | $421K | Buy |
1,556
+68
| +5% | +$18.4K | 0.01% | 795 |
|
|
2021
Q2 | $361K | Sell |
1,488
-502
| -25% | -$115K | 0.01% | 827 |
|
|
2021
Q1 | $457K | Buy |
1,990
+57
| +3% | +$14.3K | 0.01% | 683 |
|
|
2020
Q4 | $519K | Buy |
1,933
+187
| +11% | +$46.6K | 0.02% | 612 |
|
|
2020
Q3 | $412K | Buy |
1,746
+79
| +5% | +$17.7K | 0.01% | 631 |
|
|
2020
Q2 | $380K | Buy |
+1,667
| New | +$366K | 0.01% | 611 |
|
Other funds holding MASI
NewEdge Advisors's MASI Position: Q2 2026 in Review
NewEdge Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,827 shares — an estimated $325K sold.
NewEdge Advisors first reported a position in MASI in Q2 2020 and held it in 21 quarters. The position peaked at $519K in Q4 2020. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.
- NewEdge Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
- NewEdge Advisors sold 1,827 Masimo shares in Q2 2026, an estimated $325K.
- NewEdge Advisors first reported a position in Masimo in Q2 2020 and held it in 21 quarters.
- NewEdge Advisors's Masimo position peaked at $519K in Q4 2020.
- 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.