James T. Borello RIA’s Masimo MASI Stock Holding History

James T. Borello RIA’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	-4	Closed	-$711	–	1264
2026 Q1	$711	Sell	4 -19	-83%	-$2.98K	﹤0.01%	1031
2025 Q4	$2.99K	Buy	+23	New	+$3.29K	﹤0.01%	695

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

James T. Borello RIA's MASI Position: Q2 2026 in Review

James T. Borello RIA sold out of Masimo (MASI) in Q2 2026, closing a stake of 4 shares — an estimated $711 sold.

James T. Borello RIA first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $2.99K in Q4 2025. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

James T. Borello RIA reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 4 Masimo shares in Q2 2026, an estimated $711.
James T. Borello RIA first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
James T. Borello RIA's Masimo position peaked at $2.99K in Q4 2025.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.