GM
MASI

GeoWealth Management’s Masimo MASI Stock Holding History

GeoWealth 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
-50
Closed -$8.41K – 1037
2025
Q2 		$8.41K Buy
+50
New +$7.99K ﹤0.01% 1125
2024
Q2 		– Sell
-2,147
Closed -$315K – 917
2024
Q1 		$315K Buy
+2,147
New +$277K 0.01% 562

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

GeoWealth Management's MASI Position: Q3 2025 in Review

GeoWealth Management sold out of Masimo (MASI) in Q3 2025, closing a stake of 50 shares — an estimated $8.41K sold.

GeoWealth Management first reported a position in MASI in Q1 2024 and held it in 2 quarters. The position peaked at $315K in Q1 2024. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

  • GeoWealth Management reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 50 Masimo shares in Q3 2025, an estimated $8.41K.
  • GeoWealth Management first reported a position in Masimo in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's Masimo position peaked at $315K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.