SPC
MASI

Sigma Planning Corp’s Masimo MASI Stock Holding History

Sigma Planning Corp’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
-6,365
Closed -$1.06M – 1309
2025
Q1 		$1.06M Buy
6,365
+3,000
+89% +$521K 0.03% 474
2024
Q4 		$556K Buy
3,365
+600
+22% +$94.7K 0.02% 696
2024
Q3 		$369K Hold
2,765
– – 0.01% 867
2024
Q2 		$348K Sell
2,765
-157
-5% -$20.7K 0.01% 865
2024
Q1 		$429K Buy
2,922
+353
+14% +$45.6K 0.01% 828
2023
Q4 		$301K Sell
2,569
-336
-12% -$31.3K 0.02% 617
2023
Q3 		$255K Sell
2,905
-90
-3% -$10.5K 0.01% 993
2023
Q2 		$493K Buy
2,995
+189
+7% +$32.9K 0.02% 742
2023
Q1 		$518K Buy
2,806
+4
+0.1% +$675 0.02% 778
2022
Q4 		$415K Buy
2,802
+2
+0.1% +$275 0.01% 843
2022
Q3 		$395K Sell
2,800
-38
-1% -$5.55K 0.02% 828
2022
Q2 		$371K Sell
2,838
-62
-2% -$8.29K 0.01% 885
2022
Q1 		$422K Sell
2,900
-5
-0.2% -$960 0.01% 911
2021
Q4 		$851K Buy
2,905
+528
+22% +$150K 0.02% 612
2021
Q3 		$643K Buy
+2,377
New +$645K 0.02% 707

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sigma Planning Corp's MASI Position: Q2 2025 in Review

Sigma Planning Corp sold out of Masimo (MASI) in Q2 2025, closing a stake of 6,365 shares — an estimated $1.06M sold.

Sigma Planning Corp first reported a position in MASI in Q3 2021 and held it in 15 quarters. The position peaked at $1.06M in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

  • Sigma Planning Corp reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 6,365 Masimo shares in Q2 2025, an estimated $1.06M.
  • Sigma Planning Corp first reported a position in Masimo in Q3 2021 and held it in 15 quarters.
  • Sigma Planning Corp's Masimo position peaked at $1.06M in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.