PPWM
MASI

Perissos Private Wealth Management’s Masimo MASI Stock Holding History

Perissos Private Wealth Management’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
-1,700
Closed -$281K – 84
2024
Q4 		$281K Hold
1,700
– – 0.21% 68
2024
Q3 		$227K Hold
1,700
– – 0.18% 76
2024
Q2 		$214K Hold
1,700
– – 0.19% 75
2024
Q1 		$250K Buy
+1,700
New +$219K 0.23% 66

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

Perissos Private Wealth Management's MASI Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Masimo (MASI) in Q1 2025, closing a stake of 1,700 shares — an estimated $281K sold.

Perissos Private Wealth Management first reported a position in MASI in Q1 2024 and held it in 4 quarters. The position peaked at $281K in Q4 2024. 394 funds tracked by Wall St. Rank hold MASI as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining Masimo position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 1,700 Masimo shares in Q1 2025, an estimated $281K.
  • Perissos Private Wealth Management first reported a position in Masimo in Q1 2024 and held it in 4 quarters.
  • Perissos Private Wealth Management's Masimo position peaked at $281K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held Masimo as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.