RFP
MASI

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
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

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

Root Financial Partners's MASI Position: Q1 2026 in Review

Root Financial Partners increased its Masimo (MASI) stake by 7,517% in Q1 2026, buying an estimated $70.8K and bringing the position to 457 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Root Financial Partners first reported a position in MASI in Q3 2025 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Root Financial Partners held 457 shares of Masimo worth $81.3K as of Q1 2026.
  • Root Financial Partners bought 451 Masimo shares in Q1 2026, an estimated $70.8K.
  • Masimo made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #652 holding.
  • Root Financial Partners first reported a position in Masimo in Q3 2025 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.