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 Q2	–	Sell	-1,755	Closed	-$312K	–	872
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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Silver Oak Securities's MASI Position: Q2 2026 in Review

Silver Oak Securities sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,755 shares — an estimated $312K sold.

Silver Oak Securities first reported a position in MASI in Q1 2025 and held it in 4 quarters. The position peaked at $312K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Silver Oak Securities reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Silver Oak Securities sold 1,755 Masimo shares in Q2 2026, an estimated $312K.
Silver Oak Securities first reported a position in Masimo in Q1 2025 and held it in 4 quarters.
Silver Oak Securities's Masimo position peaked at $312K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.