CAS
MASI

Coppell Advisory Solutions’s Masimo MASI Stock Holding History

Coppell Advisory Solutions’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
-13
Closed -$2.19K – 1221
2024
Q4 		$2.19K Hold
13
– – ﹤0.01% 1519
2024
Q3 		$1.73K Hold
13
– – ﹤0.01% 1470
2024
Q2 		$1.64K Buy
+13
New +$1.71K ﹤0.01% 1415
2023
Q4 		$703 Buy
+6
New +$559 ﹤0.01% 1472

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

Coppell Advisory Solutions's MASI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Masimo (MASI) in Q1 2025, closing a stake of 13 shares — an estimated $2.19K sold.

Coppell Advisory Solutions first reported a position in MASI in Q4 2023 and held it in 4 quarters. The position peaked at $2.19K in Q4 2024. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 13 Masimo shares in Q1 2025, an estimated $2.19K.
  • Coppell Advisory Solutions first reported a position in Masimo in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Masimo position peaked at $2.19K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.