AWM
MASI

AE Wealth Management’s Masimo MASI Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-2,852
Closed -$471K – 2232
2024
Q4 		$471K Buy
2,852
+872
+44% +$138K ﹤0.01% 932
2024
Q3 		$264K Buy
1,980
+45
+2% +$5.22K ﹤0.01% 1074
2024
Q2 		$244K Buy
1,935
+68
+4% +$8.96K ﹤0.01% 1098
2024
Q1 		$274K Sell
1,867
-274
-13% -$35.4K ﹤0.01% 989
2023
Q4 		$273K Buy
+2,141
New +$200K ﹤0.01% 1762
2023
Q3 		– Sell
-2,167
Closed -$357K – 2026
2023
Q2 		$357K Buy
2,167
+338
+18% +$58.8K ﹤0.01% 1540
2023
Q1 		$338K Buy
1,829
+108
+6% +$18.2K ﹤0.01% 1494
2022
Q4 		$255K Buy
1,721
+128
+8% +$17.6K ﹤0.01% 1570
2022
Q3 		$225K Sell
1,593
-221
-12% -$32.3K ﹤0.01% 1574
2022
Q2 		$237K Buy
1,814
+173
+11% +$23.1K ﹤0.01% 1532
2022
Q1 		$239K Buy
1,641
+11
+0.7% +$2.11K ﹤0.01% 1517
2021
Q4 		$477K Sell
1,630
-64
-4% -$18.2K ﹤0.01% 1266
2021
Q3 		$459K Buy
1,694
+166
+11% +$45K ﹤0.01% 1202
2021
Q2 		$370K Buy
1,528
+318
+26% +$72.6K ﹤0.01% 1258
2021
Q1 		$278K Sell
1,210
-296
-20% -$74.4K ﹤0.01% 1282
2020
Q4 		$404K Buy
1,506
+231
+18% +$57.6K ﹤0.01% 1039
2020
Q3 		$301K Sell
1,275
-4,325
-77% -$970K ﹤0.01% 1038
2020
Q2 		$1.28M Buy
5,600
+4,427
+377% +$972K 0.02% 541
2020
Q1 		$208K Buy
+1,173
New +$201K ﹤0.01% 998

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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

AE Wealth Management's MASI Position: Q1 2025 in Review

AE Wealth Management sold out of Masimo (MASI) in Q1 2025, closing a stake of 2,852 shares — an estimated $471K sold.

AE Wealth Management first reported a position in MASI in Q1 2020 and held it in 19 quarters. The position peaked at $1.28M in Q2 2020. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

  • AE Wealth Management reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,852 Masimo shares in Q1 2025, an estimated $471K.
  • AE Wealth Management first reported a position in Masimo in Q1 2020 and held it in 19 quarters.
  • AE Wealth Management's Masimo position peaked at $1.28M in Q2 2020.
  • 394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.