RA
MASI

Rise Advisors’s Masimo MASI Stock Holding History

Rise 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
Q4 		– Sell
-93
Closed -$13.7K – 884
2025
Q3 		$13.7K Hold
93
– – ﹤0.01% 813
2025
Q2 		$15.6K Hold
93
– – 0.01% 687
2025
Q1 		$15.5K Sell
93
-41
-31% -$7.11K 0.01% 670
2024
Q4 		$22.1K Sell
134
-20
-13% -$3.16K 0.01% 588
2024
Q3 		$20.5K Hold
154
– – 0.01% 665
2024
Q2 		$19.4K Hold
154
– – 0.01% 659
2024
Q1 		$22.6K Buy
154
+134
+670% +$17.3K 0.01% 569
2023
Q4 		$2.34K Hold
20
– – ﹤0.01% 447
2023
Q3 		$1.75K Hold
20
– – ﹤0.01% 483
2023
Q2 		$3.29K Hold
20
– – ﹤0.01% 456
2023
Q1 		$3.69K Hold
20
– – ﹤0.01% 491
2022
Q4 		$2.96K Hold
20
– – ﹤0.01% 512
2022
Q3 		$3K Hold
20
– – ﹤0.01% 503
2022
Q2 		$3K Hold
20
– – ﹤0.01% 508
2022
Q1 		$3K Hold
20
– – ﹤0.01% 491
2021
Q4 		$5.86K Buy
+20
New +$5.7K 0.01% 387

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

Rise Advisors's MASI Position: Q4 2025 in Review

Rise Advisors sold out of Masimo (MASI) in Q4 2025, closing a stake of 93 shares — an estimated $13.7K sold.

Rise Advisors first reported a position in MASI in Q4 2021 and held it in 16 quarters. The position peaked at $22.6K in Q1 2024. 390 funds tracked by Wall St. Rank hold MASI as of Q4 2025.

  • Rise Advisors reported no remaining Masimo position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 93 Masimo shares in Q4 2025, an estimated $13.7K.
  • Rise Advisors first reported a position in Masimo in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Masimo position peaked at $22.6K in Q1 2024.
  • 390 funds tracked by Wall St. Rank held Masimo as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.