AF
MASI

Advisornet Financial’s Masimo MASI Stock Holding History

Advisornet 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
2025
Q3 		– Sell
-2
Closed -$336 – 2301
2025
Q2 		$336 Buy
+2
New +$319 ﹤0.01% 2106
2024
Q1 		– Sell
-6
Closed -$703 – 2321
2023
Q4 		$703 Hold
6
– – ﹤0.01% 2002
2023
Q3 		$526 Sell
6
-6
-50% -$698 ﹤0.01% 1969
2023
Q2 		$1.98K Hold
12
– – ﹤0.01% 1720
2023
Q1 		$2.21K Buy
12
+2
+20% +$337 ﹤0.01% 1678
2022
Q4 		$1.48K Buy
10
+5
+100% +$688 ﹤0.01% 1733
2022
Q3 		$1K Hold
5
– – ﹤0.01% 1790
2022
Q2 		$1K Buy
+5
New +$669 ﹤0.01% 1813
2022
Q1 		– Sell
-5
Closed -$1K – 2114
2021
Q4 		$1K Buy
+5
New +$1.42K ﹤0.01% 1944

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Advisornet Financial's MASI Position: Q3 2025 in Review

Advisornet Financial sold out of Masimo (MASI) in Q3 2025, closing a stake of 2 shares — an estimated $336 sold.

Advisornet Financial first reported a position in MASI in Q4 2021 and held it in 9 quarters. The position peaked at $2.21K in Q1 2023. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

  • Advisornet Financial reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
  • Advisornet Financial sold 2 Masimo shares in Q3 2025, an estimated $336.
  • Advisornet Financial first reported a position in Masimo in Q4 2021 and held it in 9 quarters.
  • Advisornet Financial's Masimo position peaked at $2.21K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Advisornet Financial's 13F filing for Q3 2025, filed 9 Oct 2025.