SAG
MASI

SageView Advisory Group’s Masimo MASI Stock Holding History

SageView Advisory Group’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 		$1.3K Buy
+10
New +$1.43K ﹤0.01% 2321
2024
Q2 		– Sell
-1,470
Closed -$371K – 647
2024
Q1 		$371K Buy
+1,470
New +$190K 0.02% 376

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

SageView Advisory Group's MASI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Masimo (MASI) in Q4 2025: 10 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #2321 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in MASI as recently as Q1 2024.

SageView Advisory Group first reported a position in MASI in Q1 2024 and has held it in 2 quarters since. The position peaked at $371K in Q1 2024. 390 funds tracked by Wall St. Rank hold MASI as of Q4 2025.

  • SageView Advisory Group held 10 shares of Masimo worth $1.3K as of Q4 2025.
  • Masimo was a new SageView Advisory Group position in Q4 2025.
  • Masimo made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2321 holding.
  • SageView Advisory Group first reported a position in Masimo in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Masimo position peaked at $371K in Q1 2024.
  • 390 funds tracked by Wall St. Rank held Masimo as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.