SPIA
MASI

Steward Partners Investment Advisory’s Masimo MASI Stock Holding History

Steward Partners Investment Advisory’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 		$15.7K Buy
88
+53
+151% +$8.32K ﹤0.01% 3349
2025
Q4 		$4.55K Hold
35
– – ﹤0.01% 3722
2025
Q3 		$5.16K Hold
35
– – ﹤0.01% 3644
2025
Q2 		$5.89K Sell
35
-19
-35% -$3.04K ﹤0.01% 3416
2025
Q1 		$9K Buy
54
+35
+184% +$6.07K ﹤0.01% 3145
2024
Q4 		$3.14K Buy
+19
New +$3K ﹤0.01% 3508
2023
Q4 		– Sell
-60
Closed -$5.26K – 3530
2023
Q3 		$5.26K Buy
60
+5
+9% +$582 ﹤0.01% 2803
2023
Q2 		$9.05K Hold
55
– – ﹤0.01% 2604
2023
Q1 		$10.2K Hold
55
– – ﹤0.01% 2533
2022
Q4 		$8.14K Hold
55
– – ﹤0.01% 2602
2022
Q3 		$8K Hold
55
– – ﹤0.01% 2616
2022
Q2 		$7K Sell
55
-45
-45% -$6.02K ﹤0.01% 2642
2022
Q1 		$15K Buy
100
+20
+25% +$3.84K ﹤0.01% 2491
2021
Q4 		$23K Sell
80
-7
-8% -$1.99K ﹤0.01% 2262
2021
Q3 		$24K Buy
87
+7
+9% +$1.9K ﹤0.01% 2248
2021
Q2 		$19K Sell
80
-12
-13% -$2.74K ﹤0.01% 5197
2021
Q1 		$21.1K Sell
92
-64
-41% -$16.1K ﹤0.01% 2449
2020
Q4 		$42K Buy
156
+40
+34% +$9.97K ﹤0.01% 1744
2020
Q3 		$27K Buy
116
+80
+222% +$17.9K ﹤0.01% 1775
2020
Q2 		$8K Buy
36
+16
+80% +$3.51K ﹤0.01% 2127
2020
Q1 		$3K Hold
20
– – ﹤0.01% 2223
2019
Q4 		$3K Buy
20
+9
+82% +$1.35K ﹤0.01% 2360
2019
Q3 		$1K Hold
11
– – ﹤0.01% 2535
2019
Q2 		$1K Buy
+11
New +$1.51K ﹤0.01% 2539
2018
Q4 		– Sell
-11
Closed -$1K – 1569
2018
Q3 		$1K Buy
+11
New +$1.22K ﹤0.01% 2503

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

Steward Partners Investment Advisory's MASI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Masimo (MASI) stake by 151% in Q1 2026, buying an estimated $8.32K and bringing the position to 88 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3349.

Steward Partners Investment Advisory first reported a position in MASI in Q3 2018 and has held it in 25 quarters since. The position peaked at $42K in Q4 2020. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Steward Partners Investment Advisory held 88 shares of Masimo worth $15.7K as of Q1 2026.
  • Steward Partners Investment Advisory bought 53 Masimo shares in Q1 2026, an estimated $8.32K.
  • Masimo made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3349 holding.
  • Steward Partners Investment Advisory first reported a position in Masimo in Q3 2018 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Masimo position peaked at $42K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.