Kovitz Investment Group Partners
MASI

Kovitz Investment Group Partners’s Masimo MASI Stock Holding History

Kovitz Investment Group Partners’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
-3,821
Closed -$564K – 967
2025
Q3 		$564K Sell
3,821
-575
-13% -$87K ﹤0.01% 994
2025
Q2 		$739K Buy
4,396
+480
+12% +$76.7K ﹤0.01% 862
2025
Q1 		$652K Buy
3,916
+24
+0.6% +$4.16K ﹤0.01% 844
2024
Q4 		$643K Sell
3,892
-10
-0.3% -$1.58K ﹤0.01% 833
2024
Q3 		$499K Buy
+3,902
New +$453K ﹤0.01% 756

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

Kovitz Investment Group Partners's MASI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Masimo (MASI) in Q4 2025, closing a stake of 3,821 shares — an estimated $564K sold.

Kovitz Investment Group Partners first reported a position in MASI in Q3 2024 and held it in 5 quarters. The position peaked at $739K in Q2 2025. 390 funds tracked by Wall St. Rank hold MASI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Masimo position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,821 Masimo shares in Q4 2025, an estimated $564K.
  • Kovitz Investment Group Partners first reported a position in Masimo in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Masimo position peaked at $739K in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Masimo as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.