Stifel Financial
MASI

Stifel Financial’s Masimo MASI Stock Holding History

Stifel Financial’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 		– Sell
-4,526
Closed -$589K – 3701
2025
Q4 		$589K Sell
4,526
-174
-4% -$24.9K ﹤0.01% 2776
2025
Q3 		$693K Buy
+4,700
New +$712K ﹤0.01% 2610
2024
Q4 		– Sell
-1,716
Closed -$229K – 3449
2024
Q3 		$229K Buy
+1,716
New +$199K ﹤0.01% 3084
2024
Q2 		– Sell
-2,397
Closed -$352K – 3423
2024
Q1 		$352K Sell
2,397
-2,745
-53% -$354K ﹤0.01% 2809
2023
Q4 		$603K Buy
+5,142
New +$479K ﹤0.01% 2467
2023
Q3 		– Sell
-4,644
Closed -$764K – 3358
2023
Q2 		$764K Buy
4,644
+2,731
+143% +$475K ﹤0.01% 2255
2023
Q1 		$353K Sell
1,913
-95
-5% -$16K ﹤0.01% 2709
2022
Q4 		$297K Sell
2,008
-1,020
-34% -$140K ﹤0.01% 2775
2022
Q3 		$428K Sell
3,028
-402
-12% -$58.7K ﹤0.01% 2521
2022
Q2 		$448K Buy
3,430
+97
+3% +$13K ﹤0.01% 2527
2022
Q1 		$485K Sell
3,333
-4,378
-57% -$841K ﹤0.01% 2597
2021
Q4 		$2.26M Sell
7,711
-442
-5% -$126K ﹤0.01% 1523
2021
Q3 		$2.21M Sell
8,153
-683
-8% -$185K ﹤0.01% 1510
2021
Q2 		$2.14M Sell
8,836
-7,377
-46% -$1.68M ﹤0.01% 1561
2021
Q1 		$3.72M Sell
16,213
-6,392
-28% -$1.61M 0.01% 1126
2020
Q4 		$6.07M Buy
22,605
+3,007
+15% +$750K 0.01% 797
2020
Q3 		$4.63M Buy
19,598
+9,564
+95% +$2.14M 0.01% 806
2020
Q2 		$2.29M Buy
10,034
+2,229
+29% +$489K 0.01% 1083
2020
Q1 		$1.39M Sell
7,805
-2,251
-22% -$386K ﹤0.01% 1238
2019
Q4 		$1.59M Buy
10,056
+388
+4% +$58.3K ﹤0.01% 1493
2019
Q3 		$1.44M Sell
9,668
-5,774
-37% -$877K ﹤0.01% 1523
2019
Q2 		$2.3M Buy
15,442
+1,341
+10% +$184K 0.01% 1246
2019
Q1 		$1.95M Buy
14,101
+8,682
+160% +$1.09M 0.01% 1258
2018
Q4 		$577K Sell
5,419
-881
-14% -$98.2K ﹤0.01% 1868
2018
Q3 		$779K Buy
6,300
+181
+3% +$20.1K ﹤0.01% 1840
2018
Q2 		$594K Buy
6,119
+786
+15% +$74.7K ﹤0.01% 1937
2018
Q1 		$470K Sell
5,333
-615
-10% -$53.6K ﹤0.01% 2006
2017
Q4 		$510K Buy
+5,948
New +$516K ﹤0.01% 1902

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

Stifel Financial's MASI Position: Q1 2026 in Review

Stifel Financial sold out of Masimo (MASI) in Q1 2026, closing a stake of 4,526 shares — an estimated $589K sold.

Stifel Financial first reported a position in MASI in Q4 2017 and held it in 28 quarters. The position peaked at $6.07M in Q4 2020. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Stifel Financial reported no remaining Masimo position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 4,526 Masimo shares in Q1 2026, an estimated $589K.
  • Stifel Financial first reported a position in Masimo in Q4 2017 and held it in 28 quarters.
  • Stifel Financial's Masimo position peaked at $6.07M in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.