SAM
MASI

Smartleaf Asset Management’s Masimo MASI Stock Holding History

Smartleaf Asset 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
Q2 		– Sell
-356
Closed -$63.1K – 3492
2026
Q1 		$63.1K Buy
356
+42
+13% +$6.59K ﹤0.01% 1331
2025
Q4 		$41.2K Buy
314
+8
+3% +$1.15K ﹤0.01% 1648
2025
Q3 		$43.7K Buy
306
+136
+80% +$20.6K ﹤0.01% 1463
2025
Q2 		$28.6K Sell
170
-88
-34% -$14.1K ﹤0.01% 1406
2025
Q1 		$42.2K Buy
258
+8
+3% +$1.39K ﹤0.01% 1236
2024
Q4 		$42.1K Buy
250
+60
+32% +$9.47K ﹤0.01% 1253
2024
Q3 		$25.3K Buy
190
+135
+245% +$15.7K ﹤0.01% 1222
2024
Q2 		$7.23K Buy
55
+39
+244% +$5.14K ﹤0.01% 1593
2024
Q1 		$2.31K Buy
16
+15
+1,500% +$1.94K ﹤0.01% 1440
2023
Q4 		$0 Buy
+1
New +$93 ﹤0.01% 1192

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

Smartleaf Asset Management's MASI Position: Q2 2026 in Review

Smartleaf Asset Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 356 shares — an estimated $63.1K sold.

Smartleaf Asset Management first reported a position in MASI in Q4 2023 and held it in 10 quarters. The position peaked at $63.1K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Smartleaf Asset Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 356 Masimo shares in Q2 2026, an estimated $63.1K.
  • Smartleaf Asset Management first reported a position in Masimo in Q4 2023 and held it in 10 quarters.
  • Smartleaf Asset Management's Masimo position peaked at $63.1K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.