Clearstead Trust’s Masimo MASI Stock Holding History

Clearstead Trust’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	-1	Closed	-$167	–	1522
2025 Q1	$167	Buy	+1	New	+$174	﹤0.01%	871

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

Clearstead Trust's MASI Position: Q2 2025 in Review

Clearstead Trust sold out of Masimo (MASI) in Q2 2025, closing a stake of 1 share — an estimated $167 sold.

Clearstead Trust first reported a position in MASI in Q1 2025 and held it in 1 quarter. The position peaked at $167 in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

Clearstead Trust reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 1 Masimo share in Q2 2025, an estimated $167.
Clearstead Trust first reported a position in Masimo in Q1 2025 and held it in 1 quarter.
Clearstead Trust's Masimo position peaked at $167 in Q1 2025.
378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.