SeaCrest Wealth Management’s Masimo MASI Stock Holding History

SeaCrest 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 Q2	–	Sell	-1,840	Closed	-$307K	–	667
2025 Q1	$307K	Buy	1,840 +50	+3%	+$8.68K	0.03%	471
2024 Q4	$296K	Hold	1,790	–	–	0.03%	494
2024 Q3	$239K	Hold	1,790	–	–	0.03%	565
2024 Q2	$225K	Hold	1,790	–	–	0.03%	551
2024 Q1	$263K	Buy	+1,790	New	+$231K	0.03%	490
2022 Q3	–	Sell	-890	Closed	-$116K	–	1124
2022 Q2	$116K	Buy	+890	New	+$119K	0.01%	800
2022 Q1	–	Sell	-890	Closed	-$261K	–	745
2021 Q4	$261K	Hold	890	–	–	0.03%	557
2021 Q3	$241K	Hold	890	–	–	0.03%	565
2021 Q2	$216K	Hold	890	–	–	0.03%	623
2021 Q1	$204K	Hold	890	–	–	0.03%	608
2020 Q4	$239K	Hold	890	–	–	0.03%	508
2020 Q3	$210K	Hold	890	–	–	0.03%	501
2020 Q2	$203K	Sell	890 -300	-25%	-$65.8K	0.04%	490
2020 Q1	$211K	Sell	1,190 -80	-6%	-$13.7K	0.05%	424
2019 Q4	$201K	Buy	+1,270	New	+$191K	0.03%	507
2019 Q2	–	Sell	-1,275	Closed	-$176K	–	1285
2019 Q1	$176K	Hold	1,275	–	–	0.03%	514
2018 Q4	$137K	Sell	1,275 -36	-3%	-$4.01K	0.03%	549
2018 Q3	$163K	Hold	1,311	–	–	0.03%	578
2018 Q2	$128K	Sell	1,311 -54	-4%	-$5.13K	0.02%	644
2018 Q1	$120K	Hold	1,365	–	–	0.02%	643
2017 Q4	$116K	Buy	+1,365	New	+$118K	0.02%	661

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

SeaCrest Wealth Management's MASI Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of Masimo (MASI) in Q2 2025, closing a stake of 1,840 shares — an estimated $307K sold.

SeaCrest Wealth Management first reported a position in MASI in Q4 2017 and held it in 21 quarters. The position peaked at $307K in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

SeaCrest Wealth Management reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 1,840 Masimo shares in Q2 2025, an estimated $307K.
SeaCrest Wealth Management first reported a position in Masimo in Q4 2017 and held it in 21 quarters.
SeaCrest Wealth Management's Masimo position peaked at $307K in Q1 2025.
378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.