Westmount Partners’s Masimo MASI Stock Holding History

Westmount Partners’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	-24,232	Closed	-$4.31M	–	293
2026 Q1	$4.31M	Hold	24,232	–	–	1.06%	19
2025 Q4	$3.15M	Sell	24,232 -1,634	-6%	-$234K	0.79%	23
2025 Q3	$3.69M	Hold	25,866	–	–	0.95%	21
2025 Q2	$4.35M	Sell	25,866 -125	-0.5%	-$20K	1.2%	19
2025 Q1	$4.33M	Hold	25,991	–	–	1.32%	15
2024 Q4	$4.3M	Hold	25,991	–	–	1.31%	15
2024 Q3	$3.47M	Hold	25,991	–	–	1.04%	20
2024 Q2	$3.03M	Sell	25,991 -433	-2%	-$57K	1%	20
2024 Q1	$3.88M	Hold	26,424	–	–	1.4%	15
2023 Q4	$3.1M	Hold	26,424	–	–	1.26%	15
2023 Q3	$2.32M	Hold	26,424	–	–	1.02%	20
2023 Q2	$4.35M	Hold	26,424	–	–	1.89%	10
2023 Q1	$4.88M	Sell	26,424 -279	-1%	-$47.1K	2.25%	8
2022 Q4	$3.95M	Buy	+26,703	New	+$3.67M	2.05%	9

Other funds holding MASI

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Westmount Partners's MASI Position: Q2 2026 in Review

Westmount Partners sold out of Masimo (MASI) in Q2 2026, closing a stake of 24,232 shares — an estimated $4.31M sold.

Westmount Partners first reported a position in MASI in Q4 2022 and held it in 14 quarters. The position peaked at $4.88M in Q1 2023. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Westmount Partners reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Westmount Partners sold 24,232 Masimo shares in Q2 2026, an estimated $4.31M.
Westmount Partners first reported a position in Masimo in Q4 2022 and held it in 14 quarters.
Westmount Partners's Masimo position peaked at $4.88M in Q1 2023.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.