BHWM
MASI

Bay Harbor Wealth Management’s Masimo MASI Stock Holding History

Bay Harbor 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
Q3 		– Sell
-2
Closed -$336 – 1309
2025
Q2 		$336 Buy
2
+1
+100% +$160 ﹤0.01% 762
2025
Q1 		$166 Buy
+1
New +$174 ﹤0.01% 737

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

Bay Harbor Wealth Management's MASI Position: Q3 2025 in Review

Bay Harbor Wealth Management sold out of Masimo (MASI) in Q3 2025, closing a stake of 2 shares — an estimated $336 sold.

Bay Harbor Wealth Management first reported a position in MASI in Q1 2025 and held it in 2 quarters. The position peaked at $336 in Q2 2025. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

  • Bay Harbor Wealth Management reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Masimo shares in Q3 2025, an estimated $336.
  • Bay Harbor Wealth Management first reported a position in Masimo in Q1 2025 and held it in 2 quarters.
  • Bay Harbor Wealth Management's Masimo position peaked at $336 in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.