Envestnet Portfolio Solutions
MASI

Envestnet Portfolio Solutions’s Masimo MASI Stock Holding History

Envestnet Portfolio 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
-1,505
Closed -$249K – 1699
2024
Q4 		$249K Buy
+1,505
New +$238K ﹤0.01% 1587
2024
Q2 		– Sell
-1,480
Closed -$217K – 1671
2024
Q1 		$217K Buy
+1,480
New +$191K ﹤0.01% 1528

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

Envestnet Portfolio Solutions's MASI Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Masimo (MASI) in Q1 2025, closing a stake of 1,505 shares — an estimated $249K sold.

Envestnet Portfolio Solutions first reported a position in MASI in Q1 2024 and held it in 2 quarters. The position peaked at $249K in Q4 2024. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,505 Masimo shares in Q1 2025, an estimated $249K.
  • Envestnet Portfolio Solutions first reported a position in Masimo in Q1 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Masimo position peaked at $249K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.