UCFA
MASI

United Capital Financial Advisors’s Masimo MASI Stock Holding History

United Capital 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 		$228K Buy
+1,281
New +$201K ﹤0.01% 1497
2021
Q1 		– Sell
-926
Closed -$249K – 1218
2020
Q4 		$249K Sell
926
-10
-1% -$2.49K ﹤0.01% 1063
2020
Q3 		$221K Buy
936
+11
+1% +$2.47K ﹤0.01% 1044
2020
Q2 		$211K Sell
925
-325
-26% -$71.3K ﹤0.01% 1092
2020
Q1 		$221K Buy
+1,250
New +$214K ﹤0.01% 1043

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

United Capital Financial Advisors's MASI Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Masimo (MASI) in Q1 2026: 1,281 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in MASI as recently as Q4 2020.

United Capital Financial Advisors first reported a position in MASI in Q1 2020 and has held it in 5 quarters since. The position peaked at $249K in Q4 2020. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • United Capital Financial Advisors held 1,281 shares of Masimo worth $228K as of Q1 2026.
  • Masimo was a new United Capital Financial Advisors position in Q1 2026.
  • Masimo made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1497 holding.
  • United Capital Financial Advisors first reported a position in Masimo in Q1 2020 and has held it in 5 quarters since.
  • United Capital Financial Advisors's Masimo position peaked at $249K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

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