RIL
MASI

Rothschild Investment LLC’s Masimo MASI Stock Holding History

Rothschild Investment LLC’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
-606
Closed -$108K – 3693
2026
Q1 		$108K Buy
606
+345
+132% +$54.1K 0.01% 856
2025
Q4 		$33.9K Buy
261
+259
+12,950% +$37.1K ﹤0.01% 1143
2025
Q3 		$295 Buy
2
+1
+100% +$151 ﹤0.01% 2942
2025
Q2 		$168 Hold
1
– – ﹤0.01% 2949
2025
Q1 		$167 Hold
1
– – ﹤0.01% 2886
2024
Q4 		$165 Hold
1
– – ﹤0.01% 2829
2024
Q3 		$133 Hold
1
– – ﹤0.01% 2799
2024
Q2 		$126 Hold
1
– – ﹤0.01% 2654
2024
Q1 		$147 Hold
1
– – ﹤0.01% 1923
2023
Q4 		$117 Buy
+1
New +$93 ﹤0.01% 1294

Other funds holding MASI

IA
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

Rothschild Investment LLC's MASI Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Masimo (MASI) in Q2 2026, closing a stake of 606 shares — an estimated $108K sold.

Rothschild Investment LLC first reported a position in MASI in Q4 2023 and held it in 10 quarters. The position peaked at $108K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 606 Masimo shares in Q2 2026, an estimated $108K.
  • Rothschild Investment LLC first reported a position in Masimo in Q4 2023 and held it in 10 quarters.
  • Rothschild Investment LLC's Masimo position peaked at $108K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.