FFM
MASI

Forum Financial Management’s Masimo MASI Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-1,266
Closed -$213K – 1044
2025
Q2 		$213K Sell
1,266
-50
-4% -$7.99K ﹤0.01% 874
2025
Q1 		$219K Buy
1,316
+2
+0.2% +$347 ﹤0.01% 769
2024
Q4 		$217K Buy
+1,314
New +$207K ﹤0.01% 807

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Forum Financial Management's MASI Position: Q3 2025 in Review

Forum Financial Management sold out of Masimo (MASI) in Q3 2025, closing a stake of 1,266 shares — an estimated $213K sold.

Forum Financial Management first reported a position in MASI in Q4 2024 and held it in 3 quarters. The position peaked at $219K in Q1 2025. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

  • Forum Financial Management reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,266 Masimo shares in Q3 2025, an estimated $213K.
  • Forum Financial Management first reported a position in Masimo in Q4 2024 and held it in 3 quarters.
  • Forum Financial Management's Masimo position peaked at $219K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.