SWM
MASI

SHP Wealth Management’s Masimo MASI Stock Holding History

SHP Wealth Management’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 		$1.96K Buy
11
+9
+450% +$1.41K ﹤0.01% 1281
2025
Q4 		$260 Buy
+2
New +$286 ﹤0.01% 1447

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

SHP Wealth Management's MASI Position: Q1 2026 in Review

SHP Wealth Management increased its Masimo (MASI) stake by 450% in Q1 2026, buying an estimated $1.41K and bringing the position to 11 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

SHP Wealth Management first reported a position in MASI in Q4 2025 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • SHP Wealth Management held 11 shares of Masimo worth $1.96K as of Q1 2026.
  • SHP Wealth Management bought 9 Masimo shares in Q1 2026, an estimated $1.41K.
  • Masimo made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1281 holding.
  • SHP Wealth Management first reported a position in Masimo in Q4 2025 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.