Avion Wealth’s Masimo MASI Stock Holding History

Avion Wealth’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	-2	Closed	–	–	1432
2025 Q1	$0	Buy	+2	New	+$347	﹤0.01%	1230

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Avion Wealth's MASI Position: Q2 2025 in Review

Avion Wealth sold out of Masimo (MASI) in Q2 2025, closing a stake of 2 shares.

Avion Wealth first reported a position in MASI in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

Avion Wealth reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 2 Masimo shares in Q2 2025.
Avion Wealth first reported a position in Masimo in Q1 2025 and held it in 1 quarter.
Avion Wealth's Masimo position peaked at $0 in Q1 2025.
378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.