LFA
MASI

LGT Financial Advisors’s Masimo MASI Stock Holding History

LGT Financial 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
Q1 		– Sell
-114
Closed -$18.8K – 558
2024
Q4 		$18.8K Hold
114
– – 0.04% 320
2024
Q3 		$15.2K Hold
114
– – 0.04% 338
2024
Q2 		$14.4K Hold
114
– – 0.03% 389
2024
Q1 		$16.7K Hold
114
– – 0.02% 394
2023
Q4 		$13.4K Hold
114
– – 0.02% 434
2023
Q3 		$10K Buy
+114
New +$13.3K 0.01% 478

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

LGT Financial Advisors's MASI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Masimo (MASI) in Q1 2025, closing a stake of 114 shares — an estimated $18.8K sold.

LGT Financial Advisors first reported a position in MASI in Q3 2023 and held it in 6 quarters. The position peaked at $18.8K in Q4 2024. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 114 Masimo shares in Q1 2025, an estimated $18.8K.
  • LGT Financial Advisors first reported a position in Masimo in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Masimo position peaked at $18.8K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.