TFA
MASI

Transamerica Financial Advisors’s Masimo MASI Stock Holding History

Transamerica Financial Advisors’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 		$711 Buy
+4
New +$628 ﹤0.01% 1413
2024
Q1 		– Sell
-1
Closed -$1K – 660
2023
Q4 		$1K Sell
1
-1
-50% -$93 ﹤0.01% 516
2023
Q3 		$1K Sell
2
-1
-33% -$116 ﹤0.01% 539
2023
Q2 		$1K Hold
3
– – ﹤0.01% 510
2023
Q1 		$1K Sell
3
-5
-63% -$843 ﹤0.01% 492
2022
Q4 		$2K Buy
8
+4
+100% +$550 ﹤0.01% 396
2022
Q3 		$1K Hold
4
– – ﹤0.01% 531
2022
Q2 		$1K Buy
+4
New +$535 ﹤0.01% 547
2021
Q3 		– Sell
-1
Closed -$1K – 168
2021
Q2 		$1K Buy
+1
New +$228 0.02% 151

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

Transamerica Financial Advisors's MASI Position: Q1 2026 in Review

Transamerica Financial Advisors opened a new position in Masimo (MASI) in Q1 2026: 4 shares worth $711. The stake represents ﹤0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in MASI as recently as Q4 2023.

Transamerica Financial Advisors first reported a position in MASI in Q2 2021 and has held it in 9 quarters since. The position peaked at $2K in Q4 2022. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Transamerica Financial Advisors held 4 shares of Masimo worth $711 as of Q1 2026.
  • Masimo was a new Transamerica Financial Advisors position in Q1 2026.
  • Masimo made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1413 holding.
  • Transamerica Financial Advisors first reported a position in Masimo in Q2 2021 and has held it in 9 quarters since.
  • Transamerica Financial Advisors's Masimo position peaked at $2K in Q4 2022.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.