Sound Income Strategies’s Masimo MASI Stock Holding History

Sound Income Strategies’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	-85	Closed	-$14.2K	–	1665
2025 Q1	$14.2K	Hold	85	–	–	﹤0.01%	804
2024 Q4	$14.1K	Hold	85	–	–	﹤0.01%	754
2024 Q3	$11.3K	Hold	85	–	–	﹤0.01%	758
2024 Q2	$10.7K	Hold	85	–	–	﹤0.01%	759
2024 Q1	$12.5K	Buy	+85	New	+$11K	﹤0.01%	695
2021 Q3	–	Sell	-2	Closed	–	–	873
2021 Q2	$0	Sell	2 -42	-95%	-$9.58K	﹤0.01%	972
2021 Q1	$10.1K	Buy	44 +42	+2,100%	+$10.6K	﹤0.01%	485
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	800
2020 Q3	$0	Hold	2	–	–	﹤0.01%	889
2020 Q2	$0	Hold	2	–	–	﹤0.01%	834
2020 Q1	$0	Hold	2	–	–	﹤0.01%	824
2019 Q4	$0	Hold	2	–	–	﹤0.01%	743
2019 Q3	$0	Hold	2	–	–	﹤0.01%	715
2019 Q2	$0	Hold	2	–	–	﹤0.01%	720
2019 Q1	$0	Hold	2	–	–	﹤0.01%	733
2018 Q4	$0	Hold	2	–	–	﹤0.01%	732
2018 Q3	$0	Hold	2	–	–	﹤0.01%	787
2018 Q2	$0	Hold	2	–	–	﹤0.01%	711
2018 Q1	$0	Buy	+2	New	+$174	﹤0.01%	630

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 $315B AUM 27.84% 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

Sound Income Strategies's MASI Position: Q2 2025 in Review

Sound Income Strategies sold out of Masimo (MASI) in Q2 2025, closing a stake of 85 shares — an estimated $14.2K sold.

Sound Income Strategies first reported a position in MASI in Q1 2018 and held it in 19 quarters. The position peaked at $14.2K in Q1 2025. 378 funds tracked by Wall St. Rank hold MASI as of Q2 2025.

Sound Income Strategies reported no remaining Masimo position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 85 Masimo shares in Q2 2025, an estimated $14.2K.
Sound Income Strategies first reported a position in Masimo in Q1 2018 and held it in 19 quarters.
Sound Income Strategies's Masimo position peaked at $14.2K in Q1 2025.
378 funds tracked by Wall St. Rank held Masimo as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.