Shelton Capital Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Sell |
1,478
-114
| -7% | -$17.9K | 0.01% | 561 |
|
|
2025
Q4 | $207K | Hold |
1,592
| – | – | ﹤0.01% | 658 |
|
|
2025
Q3 | $235K | Hold |
1,592
| – | – | 0.01% | 605 |
|
|
2025
Q2 | $268K | Sell |
1,592
-52
| -3% | -$8.3K | 0.01% | 532 |
|
|
2025
Q1 | $274K | Sell |
1,644
-69
| -4% | -$12K | 0.01% | 511 |
|
|
2024
Q4 | $283K | Hold |
1,713
| – | – | 0.01% | 529 |
|
|
2024
Q3 | $228K | Hold |
1,713
| – | – | 0.01% | 653 |
|
|
2024
Q2 | $216K | Sell |
1,713
-229
| -12% | -$30.2K | 0.01% | 658 |
|
|
2024
Q1 | $285K | Hold |
1,942
| – | – | 0.01% | 559 |
|
|
2023
Q4 | $228K | Sell |
1,942
-442
| -19% | -$41.2K | 0.01% | 626 |
|
|
2023
Q3 | $209K | Hold |
2,384
| – | – | 0.01% | 644 |
|
|
2023
Q2 | $392K | Sell |
2,384
-90
| -4% | -$15.7K | 0.01% | 380 |
|
|
2023
Q1 | $457K | Hold |
2,474
| – | – | 0.02% | 318 |
|
|
2022
Q4 | $366K | Sell |
2,474
-210
| -8% | -$28.9K | 0.04% | 360 |
|
|
2022
Q3 | $379K | Hold |
2,684
| – | – | 0.02% | 366 |
|
|
2022
Q2 | $351K | Hold |
2,684
| – | – | 0.02% | 414 |
|
|
2022
Q1 | $391K | Hold |
2,684
| – | – | 0.01% | 440 |
|
|
2021
Q4 | $786K | Sell |
2,684
-174
| -6% | -$49.6K | 0.03% | 295 |
|
|
2021
Q3 | $774K | Hold |
2,858
| – | – | 0.03% | 296 |
|
|
2021
Q2 | $693K | Hold |
2,858
| – | – | 0.03% | 315 |
|
|
2021
Q1 | $656K | Hold |
2,858
| – | – | 0.02% | 330 |
|
|
2020
Q4 | $767K | Hold |
2,858
| – | – | 0.03% | 286 |
|
|
2020
Q3 | $675K | Hold |
2,858
| – | – | 0.03% | 391 |
|
|
2020
Q2 | $652K | Sell |
2,858
-93
| -3% | -$20.4K | 0.04% | 289 |
|
|
2020
Q1 | $523K | Hold |
2,951
| – | – | 0.04% | 285 |
|
|
2019
Q4 | $466K | Hold |
2,951
| – | – | 0.03% | 376 |
|
|
2019
Q3 | $439K | Hold |
2,951
| – | – | 0.03% | 385 |
|
|
2019
Q2 | $439K | Buy |
2,951
+2,543
| +623% | +$349K | 0.03% | 381 |
|
|
2019
Q1 | $2.95K | Sell |
408
-2,543
| -86% | -$319K | 0.01% | 731 |
|
|
2018
Q4 | $317K | Hold |
2,951
| – | – | 0.02% | 457 |
|
|
2018
Q3 | $368K | Hold |
2,951
| – | – | 0.02% | 486 |
|
|
2018
Q2 | $288K | Hold |
2,951
| – | – | 0.02% | 589 |
|
|
2018
Q1 | $260K | Hold |
2,951
| – | – | 0.02% | 630 |
|
|
2017
Q4 | $250K | Hold |
2,951
| – | – | 0.02% | 689 |
|
|
2017
Q3 | $255K | Hold |
2,951
| – | – | 0.02% | 649 |
|
|
2017
Q2 | $269K | Sell |
2,951
-1,179
| -29% | -$108K | 0.02% | 639 |
|
|
2017
Q1 | $385K | Buy |
4,130
+405
| +11% | +$33.3K | 0.03% | 460 |
|
|
2016
Q4 | $251K | Hold |
3,725
| – | – | 0.02% | 711 |
|
|
2016
Q3 | $222K | Buy |
+3,725
| New | +$210K | 0.02% | 703 |
|
Other funds holding MASI
PCM
PCM
HI
VCM
VPM
Shelton Capital Management's MASI Position: Q1 2026 in Review
Shelton Capital Management reduced its Masimo (MASI) stake by 7.2% in Q1 2026, selling an estimated $17.9K and leaving 1,478 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #561.
Shelton Capital Management first reported a position in MASI in Q3 2016 and has held it in 39 quarters since. The position peaked at $786K in Q4 2021. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.
- Shelton Capital Management held 1,478 shares of Masimo worth $263K as of Q1 2026.
- Shelton Capital Management sold 114 Masimo shares in Q1 2026, an estimated $17.9K.
- Masimo made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #561 holding.
- Shelton Capital Management first reported a position in Masimo in Q3 2016 and has held it in 39 quarters since.
- Shelton Capital Management's Masimo position peaked at $786K in Q4 2021.
- 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.