PWPS
MASI

Pinnacle Wealth Planning Services’s Masimo MASI Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.45K Hold
25
– – ﹤0.01% 2288
2025
Q4 		$3.25K Buy
+25
New +$3.58K ﹤0.01% 2380
2021
Q1 		– Sell
-20
Closed -$5K – 1274
2020
Q4 		$5K Buy
+20
New +$4.99K ﹤0.01% 1664

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

Pinnacle Wealth Planning Services's MASI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Masimo (MASI) position steady in Q1 2026 at 25 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Pinnacle Wealth Planning Services first reported a position in MASI in Q4 2020 and has held it in 3 quarters since. The position peaked at $5K in Q4 2020. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 25 shares of Masimo worth $4.45K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Masimo share count unchanged in Q1 2026.
  • Masimo made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2288 holding.
  • Pinnacle Wealth Planning Services first reported a position in Masimo in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Masimo position peaked at $5K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.