Cerity Partners
MASI

Cerity Partners’s Masimo MASI Stock Holding History

Cerity Partners’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
2026
Q1 		$6.9M Buy
38,820
+15,046
+63% +$2.36M 0.01% 865
2025
Q4 		$3.09M Buy
23,774
+21,363
+886% +$3.06M ﹤0.01% 1159
2025
Q3 		$356K Buy
+2,411
New +$365K ﹤0.01% 2172
2025
Q1 		– Sell
-1,792
Closed -$263K – 2557
2024
Q4 		$263K Sell
1,792
-161
-8% -$25.4K ﹤0.01% 2100
2024
Q3 		$260K Buy
+1,953
New +$227K ﹤0.01% 2159
2024
Q2 		– Sell
-1,742
Closed -$256K – 2329
2024
Q1 		$256K Buy
+1,742
New +$225K ﹤0.01% 1961
2022
Q2 		– Sell
-1,619
Closed -$236K – 1219
2022
Q1 		$236K Buy
+1,619
New +$311K ﹤0.01% 815
2019
Q3 		– Sell
-4,843
Closed -$721K – 493
2019
Q2 		$721K Buy
4,843
+158
+3% +$21.7K 0.05% 273
2019
Q1 		$648K Sell
4,685
-508
-10% -$63.8K 0.04% 293
2018
Q4 		$558K Buy
+5,193
New +$579K 0.04% 301
2018
Q1 		– Sell
-6,591
Closed -$559K – 560
2017
Q4 		$559K Buy
6,591
+181
+3% +$15.7K 0.04% 318
2017
Q3 		$555K Sell
6,410
-1,013
-14% -$89.6K 0.04% 310
2017
Q2 		$979K Buy
+7,423
New +$681K 0.08% 172

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners's MASI Position: Q1 2026 in Review

Cerity Partners increased its Masimo (MASI) stake by 63% in Q1 2026, buying an estimated $2.36M and bringing the position to 38,820 shares worth $6.9M. The position accounts for 0.01% of the portfolio, ranked #865.

Cerity Partners first reported a position in MASI in Q2 2017 and has held it in 13 quarters since. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Cerity Partners held 38,820 shares of Masimo worth $6.9M as of Q1 2026.
  • Cerity Partners bought 15,046 Masimo shares in Q1 2026, an estimated $2.36M.
  • Masimo made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #865 holding.
  • Cerity Partners first reported a position in Masimo in Q2 2017 and has held it in 13 quarters since.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.