SOS
MASI

Silver Oak Securities’s Masimo MASI Stock Holding History

Silver Oak Securities’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 		$312K Sell
1,755
-200
-10% -$31.4K 0.02% 586
2025
Q4 		$256K Hold
1,955
– – 0.02% 682
2025
Q3 		$288K Buy
+1,955
New +$296K 0.02% 592
2025
Q2 		– Sell
-1,638
Closed -$268K – 715
2025
Q1 		$268K Buy
+1,638
New +$284K 0.02% 534

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

Silver Oak Securities's MASI Position: Q1 2026 in Review

Silver Oak Securities reduced its Masimo (MASI) stake by 10% in Q1 2026, selling an estimated $31.4K and leaving 1,755 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #586.

Silver Oak Securities first reported a position in MASI in Q1 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Silver Oak Securities held 1,755 shares of Masimo worth $312K as of Q1 2026.
  • Silver Oak Securities sold 200 Masimo shares in Q1 2026, an estimated $31.4K.
  • Masimo made up 0.02% of Silver Oak Securities's portfolio in Q1 2026, its #586 holding.
  • Silver Oak Securities first reported a position in Masimo in Q1 2025 and has held it in 4 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.