Envestnet Asset Management
MASI

Envestnet Asset Management’s Masimo MASI Stock Holding History

Envestnet Asset Management’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 		$2.24M Sell
12,596
-4,379
-26% -$687K ﹤0.01% 2935
2025
Q4 		$2.21M Sell
16,975
-4,167
-20% -$597K ﹤0.01% 2751
2025
Q3 		$3.12M Sell
21,142
-6,092
-22% -$922K ﹤0.01% 2581
2025
Q2 		$4.58M Sell
27,234
-4,554
-14% -$727K ﹤0.01% 2254
2025
Q1 		$5.3M Buy
31,788
+681
+2% +$118K ﹤0.01% 2085
2024
Q4 		$5.14M Buy
31,107
+4,579
+17% +$723K ﹤0.01% 2081
2024
Q3 		$3.54M Buy
26,528
+4,225
+19% +$490K ﹤0.01% 2323
2024
Q2 		$2.81M Sell
22,303
-111
-0.5% -$14.6K ﹤0.01% 2404
2024
Q1 		$3.29M Buy
22,414
+2,285
+11% +$295K ﹤0.01% 2263
2023
Q4 		$2.36M Sell
20,129
-1,784
-8% -$166K ﹤0.01% 2360
2023
Q3 		$1.92M Buy
21,913
+5,695
+35% +$663K ﹤0.01% 2399
2023
Q2 		$2.67M Sell
16,218
-1,593
-9% -$277K ﹤0.01% 2095
2023
Q1 		$3.29M Buy
17,811
+2,595
+17% +$438K ﹤0.01% 1886
2022
Q4 		$2.25M Sell
15,216
-1,550
-9% -$213K ﹤0.01% 2074
2022
Q3 		$2.37M Buy
16,766
+153
+0.9% +$22.4K ﹤0.01% 1985
2022
Q2 		$2.17M Sell
16,613
-13,640
-45% -$1.82M ﹤0.01% 2048
2022
Q1 		$4.4M Sell
30,253
-7,312
-19% -$1.4M ﹤0.01% 1684
2021
Q4 		$11M Buy
37,565
+2,487
+7% +$708K 0.01% 1135
2021
Q3 		$9.5M Buy
35,078
+2,205
+7% +$598K 0.01% 1181
2021
Q2 		$7.97M Buy
32,873
+6,599
+25% +$1.51M ﹤0.01% 1261
2021
Q1 		$6.03M Sell
26,274
-4,292
-14% -$1.08M ﹤0.01% 1323
2020
Q4 		$8.2M Buy
30,566
+985
+3% +$246K 0.01% 1009
2020
Q3 		$6.98M Sell
29,581
-2,139
-7% -$479K 0.01% 975
2020
Q2 		$7.23M Sell
31,720
-3,123
-9% -$685K 0.01% 934
2020
Q1 		$6.17M Sell
34,843
-761
-2% -$131K 0.01% 880
2019
Q4 		$5.63M Buy
35,604
+5,437
+18% +$817K 0.01% 1066
2019
Q3 		$4.49M Buy
30,167
+2,462
+9% +$374K ﹤0.01% 1124
2019
Q2 		$4.12M Sell
27,705
-5,194
-16% -$713K 0.01% 1158
2019
Q1 		$4.55M Buy
32,899
+4,394
+15% +$552K 0.01% 1041
2018
Q4 		$3.06M Buy
+28,505
New +$3.18M ﹤0.01% 1122
2018
Q3 		– Sell
-5,873
Closed -$573K – 2032
2018
Q2 		$573K Sell
5,873
-747
-11% -$71K ﹤0.01% 1263
2018
Q1 		$591K Sell
6,620
-2,467
-27% -$215K ﹤0.01% 1145
2017
Q4 		$771K Buy
9,087
+198
+2% +$17.2K ﹤0.01% 1309
2017
Q3 		$768K Sell
8,889
-501
-5% -$44.3K ﹤0.01% 1262
2017
Q2 		$857K Buy
9,390
+99
+1% +$9.09K ﹤0.01% 1252
2017
Q1 		$865K Sell
9,291
-1,531
-14% -$126K ﹤0.01% 1274
2016
Q4 		$730K Sell
10,822
-397
-4% -$24.4K ﹤0.01% 1324
2016
Q3 		$667K Buy
11,219
+4,785
+74% +$270K ﹤0.01% 1426
2016
Q2 		$338K Buy
6,434
+4,097
+175% +$193K ﹤0.01% 1835
2016
Q1 		$98K Sell
2,337
-2,509
-52% -$94.4K ﹤0.01% 2408
2015
Q4 		$201K Sell
4,846
-88
-2% -$3.6K ﹤0.01% 2027
2015
Q3 		$190K Sell
4,934
-663
-12% -$27.1K ﹤0.01% 2026
2015
Q2 		$217K Buy
+5,597
New +$201K ﹤0.01% 2096
2015
Q1 		– Sell
-1,863
Closed -$49K – 2259
2014
Q4 		$49K Buy
+1,863
New +$46K ﹤0.01% 1424

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

Envestnet Asset Management's MASI Position: Q1 2026 in Review

Envestnet Asset Management reduced its Masimo (MASI) stake by 26% in Q1 2026, selling an estimated $687K and leaving 12,596 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Envestnet Asset Management first reported a position in MASI in Q4 2014 and has held it in 44 quarters since. The position peaked at $11M in Q4 2021. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Envestnet Asset Management held 12,596 shares of Masimo worth $2.24M as of Q1 2026.
  • Envestnet Asset Management sold 4,379 Masimo shares in Q1 2026, an estimated $687K.
  • Masimo made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2935 holding.
  • Envestnet Asset Management first reported a position in Masimo in Q4 2014 and has held it in 44 quarters since.
  • Envestnet Asset Management's Masimo position peaked at $11M in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.