BC
MASI

Barrett & Company’s Masimo MASI Stock Holding History

Barrett & Company’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
-567
Closed -$94.4K – 649
2025
Q1 		$94.4K Hold
567
– – 0.04% 199
2024
Q4 		$93.7K Hold
567
– – 0.04% 206
2024
Q3 		$75.5K Sell
567
-566
-50% -$65.7K 0.03% 223
2024
Q2 		$143K Hold
1,133
– – 0.06% 161
2024
Q1 		$166K Hold
1,133
– – 0.08% 142
2023
Q4 		$133K Sell
1,133
-567
-33% -$52.8K 0.07% 155
2023
Q3 		$149K Hold
1,700
– – 0.09% 139
2023
Q2 		$280K Hold
1,700
– – 0.16% 102
2023
Q1 		$314K Hold
1,700
– – 0.2% 89
2022
Q4 		$252K Hold
1,700
– – 0.17% 100
2022
Q3 		$252K Buy
+1,700
New +$248K 0.17% 100

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

Barrett & Company's MASI Position: Q2 2025 in Review

Barrett & Company sold out of Masimo (MASI) in Q2 2025, closing a stake of 567 shares — an estimated $94.4K sold.

Barrett & Company first reported a position in MASI in Q3 2022 and held it in 11 quarters. The position peaked at $314K in Q1 2023. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

  • Barrett & Company reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
  • Barrett & Company sold 567 Masimo shares in Q2 2025, an estimated $94.4K.
  • Barrett & Company first reported a position in Masimo in Q3 2022 and held it in 11 quarters.
  • Barrett & Company's Masimo position peaked at $314K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Barrett & Company's 13F filing for Q2 2025, filed 21 Jul 2025.