Root Financial Partners’s Masimo MASI Stock Holding History

Root Financial Partners’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	-457	Closed	-$81.3K	–	2016
2026 Q1	$81.3K	Buy	457 +451	+7,517%	+$70.8K	﹤0.01%	652
2025 Q4	$780	Hold	6	–	–	﹤0.01%	2148
2025 Q3	$885	Buy	+6	New	+$908	﹤0.01%	2078

Other funds holding MASI

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Root Financial Partners's MASI Position: Q2 2026 in Review

Root Financial Partners sold out of Masimo (MASI) in Q2 2026, closing a stake of 457 shares — an estimated $81.3K sold.

Root Financial Partners first reported a position in MASI in Q3 2025 and held it in 3 quarters. The position peaked at $81.3K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Root Financial Partners reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 457 Masimo shares in Q2 2026, an estimated $81.3K.
Root Financial Partners first reported a position in Masimo in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Masimo position peaked at $81.3K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.