KPWS
MASI

Kestra Private Wealth Services’s Masimo MASI Stock Holding History

Kestra Private Wealth Services’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
Q2 		– Sell
-2,892
Closed -$482K – 1649
2025
Q1 		$482K Buy
+2,892
New +$502K 0.01% 974
2024
Q3 		– Sell
-1,700
Closed -$214K – 1424
2024
Q2 		$214K Buy
+1,700
New +$224K ﹤0.01% 1211
2022
Q4 		– Sell
-1,629
Closed -$230K – 953
2022
Q3 		$230K Buy
1,629
+101
+7% +$14.8K 0.01% 734
2022
Q2 		$200K Buy
+1,528
New +$204K 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Kestra Private Wealth Services's MASI Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Masimo (MASI) in Q2 2025, closing a stake of 2,892 shares — an estimated $482K sold.

Kestra Private Wealth Services first reported a position in MASI in Q2 2022 and held it in 4 quarters. The position peaked at $482K in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,892 Masimo shares in Q2 2025, an estimated $482K.
  • Kestra Private Wealth Services first reported a position in Masimo in Q2 2022 and held it in 4 quarters.
  • Kestra Private Wealth Services's Masimo position peaked at $482K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.