AFS
MASI

Anderson Financial Strategies’s Masimo MASI Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-295
Closed -$49.1K – 136
2025
Q1 		$49.1K Buy
+295
New +$51.2K 0.03% 109

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Anderson Financial Strategies's MASI Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Masimo (MASI) in Q2 2025, closing a stake of 295 shares — an estimated $49.1K sold.

Anderson Financial Strategies first reported a position in MASI in Q1 2025 and held it in 1 quarter. The position peaked at $49.1K in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 295 Masimo shares in Q2 2025, an estimated $49.1K.
  • Anderson Financial Strategies first reported a position in Masimo in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Masimo position peaked at $49.1K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.