NorthCrest Asset Manangement’s Masimo MASI Stock Holding History

NorthCrest Asset Manangement’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	-2,516	Closed	-$449K	–	959
2026 Q1	$449K	Sell	2,516 -617	-20%	-$96.8K	0.01%	513
2025 Q4	$420K	Buy	+3,133	New	+$449K	0.01%	593

Other funds holding MASI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NorthCrest Asset Manangement's MASI Position: Q2 2026 in Review

NorthCrest Asset Manangement sold out of Masimo (MASI) in Q2 2026, closing a stake of 2,516 shares — an estimated $449K sold.

NorthCrest Asset Manangement first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $449K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

NorthCrest Asset Manangement reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 2,516 Masimo shares in Q2 2026, an estimated $449K.
NorthCrest Asset Manangement first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
NorthCrest Asset Manangement's Masimo position peaked at $449K in Q1 2026.
1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.