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MASI

NewEdge Advisors’s Masimo MASI Stock Holding History

NewEdge 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
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

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

NewEdge Advisors's MASI Position: Q1 2026 in Review

NewEdge Advisors increased its Masimo (MASI) stake by 1,531% in Q1 2026, buying an estimated $269K and bringing the position to 1,827 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

NewEdge Advisors first reported a position in MASI in Q2 2020 and has held it in 21 quarters since. The position peaked at $519K in Q4 2020. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • NewEdge Advisors held 1,827 shares of Masimo worth $325K as of Q1 2026.
  • NewEdge Advisors bought 1,715 Masimo shares in Q1 2026, an estimated $269K.
  • Masimo made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2287 holding.
  • NewEdge Advisors first reported a position in Masimo in Q2 2020 and has held it in 21 quarters since.
  • NewEdge Advisors's Masimo position peaked at $519K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.