Lido Advisors’s Masimo MASI Stock Holding History

Lido 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 Q2	–	Sell	-3,127	Closed	-$521K	–	1709
2025 Q1	$521K	Sell	3,127 -229	-7%	-$39.7K	﹤0.01%	1009
2024 Q4	$555K	Buy	+3,356	New	+$530K	﹤0.01%	976

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Lido Advisors's MASI Position: Q2 2025 in Review

Lido Advisors sold out of Masimo (MASI) in Q2 2025, closing a stake of 3,127 shares — an estimated $521K sold.

Lido Advisors first reported a position in MASI in Q4 2024 and held it in 2 quarters. The position peaked at $555K in Q4 2024. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

Lido Advisors reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 3,127 Masimo shares in Q2 2025, an estimated $521K.
Lido Advisors first reported a position in Masimo in Q4 2024 and held it in 2 quarters.
Lido Advisors's Masimo position peaked at $555K in Q4 2024.
378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.