HWA
MASI

Heartwood Wealth Advisors’s Masimo MASI Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-6
Closed -$885 – 439
2025
Q3 		$885 Buy
+6
New +$908 ﹤0.01% 559

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
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
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Heartwood Wealth Advisors's MASI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Masimo (MASI) in Q4 2025, closing a stake of 6 shares — an estimated $885 sold.

Heartwood Wealth Advisors first reported a position in MASI in Q3 2025 and held it in 1 quarter. The position peaked at $885 in Q3 2025. 390 funds tracked by Wall St. Rank hold MASI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Masimo position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6 Masimo shares in Q4 2025, an estimated $885.
  • Heartwood Wealth Advisors first reported a position in Masimo in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Masimo position peaked at $885 in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Masimo as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.