Center for Financial Planning’s Masimo MASI Stock Holding History

Center for Financial Planning’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	-100	Closed	-$16.5K	–	732
2024 Q4	$16.5K	Hold	100	–	–	﹤0.01%	364
2024 Q3	$13.3K	Hold	100	–	–	﹤0.01%	372
2024 Q2	$12.6K	Hold	100	–	–	﹤0.01%	369
2024 Q1	$14.7K	Hold	100	–	–	﹤0.01%	356
2023 Q4	$11.7K	Hold	100	–	–	﹤0.01%	348
2023 Q3	$8.77K	Hold	100	–	–	﹤0.01%	372
2023 Q2	$16.5K	Hold	100	–	–	﹤0.01%	331
2023 Q1	$18.5K	Hold	100	–	–	﹤0.01%	297
2022 Q4	$14.8K	Hold	100	–	–	﹤0.01%	312
2022 Q3	$14K	Sell	100 -100	-50%	-$14.6K	﹤0.01%	321
2022 Q2	$26K	Hold	200	–	–	0.01%	273
2022 Q1	$29K	Buy	+200	New	+$38.4K	0.01%	281

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Center for Financial Planning's MASI Position: Q1 2025 in Review

Center for Financial Planning sold out of Masimo (MASI) in Q1 2025, closing a stake of 100 shares — an estimated $16.5K sold.

Center for Financial Planning first reported a position in MASI in Q1 2022 and held it in 12 quarters. The position peaked at $29K in Q1 2022. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

Center for Financial Planning reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 100 Masimo shares in Q1 2025, an estimated $16.5K.
Center for Financial Planning first reported a position in Masimo in Q1 2022 and held it in 12 quarters.
Center for Financial Planning's Masimo position peaked at $29K in Q1 2022.
394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.