Oxford Financial Group’s Masimo MASI Stock Holding History

Oxford Financial Group’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	$610K	Hold	3,430	–	–	0.03%	141
2025 Q4	$446K	Hold	3,430	–	–	0.02%	153
2025 Q3	$506K	Hold	3,430	–	–	0.03%	142
2025 Q2	$577K	Hold	3,430	–	–	0.03%	121
2025 Q1	$571K	Hold	3,430	–	–	0.04%	120
2024 Q4	$567K	Sell	3,430 -16	-0.5%	-$2.53K	0.04%	132
2024 Q3	$459K	Hold	3,446	–	–	0.03%	153
2024 Q2	$434K	Hold	3,446	–	–	0.03%	167
2024 Q1	$506K	Buy	3,446 +16	+0.5%	+$2.07K	0.04%	134
2023 Q4	$402K	Hold	3,430	–	–	0.03%	155
2023 Q3	$301K	Hold	3,430	–	–	0.03%	170
2023 Q2	$564K	Hold	3,430	–	–	0.05%	124
2023 Q1	$633K	Hold	3,430	–	–	0.07%	91
2022 Q4	$507K	Sell	3,430 -212	-6%	-$29.2K	0.06%	110
2022 Q3	$514K	Hold	3,642	–	–	0.08%	96
2022 Q2	$476K	Hold	3,642	–	–	0.07%	109
2022 Q1	$530K	Hold	3,642	–	–	0.07%	110
2021 Q4	$1.07M	Hold	3,642	–	–	0.12%	80
2021 Q3	$986K	Hold	3,642	–	–	0.13%	74
2021 Q2	$883K	Buy	3,642 +212	+6%	+$48.4K	0.12%	82
2021 Q1	$788K	Hold	3,430	–	–	0.11%	83
2020 Q4	$921K	Hold	3,430	–	–	0.13%	69
2020 Q3	$810K	Hold	3,430	–	–	0.13%	71
2020 Q2	$782K	Sell	3,430 -200	-6%	-$43.9K	0.13%	69
2020 Q1	$643K	Buy	+3,630	New	+$623K	0.13%	71

Other funds holding MASI

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oxford Financial Group's MASI Position: Q1 2026 in Review

Oxford Financial Group held its Masimo (MASI) position steady in Q1 2026 at 3,430 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #141.

Oxford Financial Group first reported a position in MASI in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2021. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

Oxford Financial Group held 3,430 shares of Masimo worth $610K as of Q1 2026.
Oxford Financial Group left its Masimo share count unchanged in Q1 2026.
Masimo made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #141 holding.
Oxford Financial Group first reported a position in Masimo in Q1 2020 and has held it in 25 quarters since.
Oxford Financial Group's Masimo position peaked at $1.07M in Q4 2021.
445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.