Commonwealth Equity Services
MASI

Commonwealth Equity Services’s Masimo MASI Stock Holding History

Commonwealth Equity Services’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
-2,139
Closed -$354K – 4236
2024
Q4 		$354K Buy
+2,139
New +$338K ﹤0.01% 3265
2023
Q3 		– Sell
-1,760
Closed -$290K – 3890
2023
Q2 		$290K Sell
1,760
-185
-10% -$32.2K ﹤0.01% 3081
2023
Q1 		$359 Sell
1,945
-469
-19% -$79.1K ﹤0.01% 2815
2022
Q4 		$357K Buy
2,414
+365
+18% +$50.2K ﹤0.01% 2736
2022
Q3 		$289K Buy
2,049
+15
+0.7% +$2.19K ﹤0.01% 2866
2022
Q2 		$265K Sell
2,034
-117
-5% -$15.7K ﹤0.01% 2951
2022
Q1 		$313K Sell
2,151
-1,632
-43% -$313K ﹤0.01% 2935
2021
Q4 		$1.11M Sell
3,783
-72
-2% -$20.5K ﹤0.01% 1916
2021
Q3 		$1.04M Sell
3,855
-275
-7% -$74.6K ﹤0.01% 1894
2021
Q2 		$1M Sell
4,130
-440
-10% -$100K ﹤0.01% 1912
2021
Q1 		$1.05M Sell
4,570
-81
-2% -$20.3K ﹤0.01% 1754
2020
Q4 		$1.25M Buy
4,651
+277
+6% +$69.1K ﹤0.01% 1524
2020
Q3 		$1.03M Sell
4,374
-724
-14% -$162K ﹤0.01% 1475
2020
Q2 		$1.16M Buy
5,098
+1,076
+27% +$236K ﹤0.01% 1335
2020
Q1 		$712K Sell
4,022
-1,373
-25% -$235K ﹤0.01% 1462
2019
Q4 		$852K Buy
5,395
+297
+6% +$44.6K ﹤0.01% 1530
2019
Q3 		$758K Buy
5,098
+208
+4% +$31.6K ﹤0.01% 1533
2019
Q2 		$727K Buy
4,890
+264
+6% +$36.2K ﹤0.01% 1550
2019
Q1 		$639K Buy
4,626
+213
+5% +$26.7K ﹤0.01% 1585
2018
Q4 		$473K Buy
4,413
+113
+3% +$12.6K ﹤0.01% 1687
2018
Q3 		$535K Buy
4,300
+1,463
+52% +$162K ﹤0.01% 1753
2018
Q2 		$277K Sell
2,837
-560
-16% -$53.2K ﹤0.01% 2189
2018
Q1 		$299K Sell
3,397
-77
-2% -$6.71K ﹤0.01% 2066
2017
Q4 		$295K Buy
3,474
+687
+25% +$59.6K ﹤0.01% 2062
2017
Q3 		$241K Sell
2,787
-335
-11% -$29.6K ﹤0.01% 2126
2017
Q2 		$285K Buy
3,122
+450
+17% +$41.3K ﹤0.01% 1947
2017
Q1 		$249K Buy
+2,672
New +$220K ﹤0.01% 1998

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Commonwealth Equity Services's MASI Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Masimo (MASI) in Q1 2025, closing a stake of 2,139 shares — an estimated $354K sold.

Commonwealth Equity Services first reported a position in MASI in Q1 2017 and held it in 27 quarters. The position peaked at $1.25M in Q4 2020. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,139 Masimo shares in Q1 2025, an estimated $354K.
  • Commonwealth Equity Services first reported a position in Masimo in Q1 2017 and held it in 27 quarters.
  • Commonwealth Equity Services's Masimo position peaked at $1.25M in Q4 2020.
  • 394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.