GT
MASI

Greenleaf Trust’s Masimo MASI Stock Holding History

Greenleaf Trust’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
-1,217
Closed -$205K – 828
2025
Q2 		$205K Sell
1,217
-97
-7% -$15.5K ﹤0.01% 763
2025
Q1 		$219K Buy
1,314
+57
+5% +$9.89K ﹤0.01% 742
2024
Q4 		$208K Buy
+1,257
New +$198K ﹤0.01% 771
2022
Q1 		– Sell
-695
Closed -$203K – 783
2021
Q4 		$203K Buy
+695
New +$198K ﹤0.01% 731

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

Greenleaf Trust's MASI Position: Q3 2025 in Review

Greenleaf Trust sold out of Masimo (MASI) in Q3 2025, closing a stake of 1,217 shares — an estimated $205K sold.

Greenleaf Trust first reported a position in MASI in Q4 2021 and held it in 4 quarters. The position peaked at $219K in Q1 2025. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

  • Greenleaf Trust reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
  • Greenleaf Trust sold 1,217 Masimo shares in Q3 2025, an estimated $205K.
  • Greenleaf Trust first reported a position in Masimo in Q4 2021 and held it in 4 quarters.
  • Greenleaf Trust's Masimo position peaked at $219K in Q1 2025.
  • 358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.