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
2026
Q1 		– Sell
-10
Closed -$1.3K – 1669
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 $6.73T AUM 46.02% 1-Year Est. Return
PCM
Politan Capital Management New York $255M AUM 62.37% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SageView Advisory Group's MASI Position: Q1 2026 in Review

SageView Advisory Group sold out of Masimo (MASI) in Q1 2026, closing a stake of 10 shares — an estimated $1.3K sold.

SageView Advisory Group first reported a position in MASI in Q1 2024 and held it in 2 quarters. The position peaked at $371K in Q1 2024. 451 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • SageView Advisory Group reported no remaining Masimo position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 10 Masimo shares in Q1 2026, an estimated $1.3K.
  • SageView Advisory Group first reported a position in Masimo in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Masimo position peaked at $371K in Q1 2024.
  • 451 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.