SteelPeak Wealth’s Masimo MASI Stock Holding History

SteelPeak Wealth’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	–	Sell	-5,292	Closed	-$781K	–	602
2025 Q3	$781K	Buy	5,292 +1,225	+30%	+$185K	0.03%	333
2025 Q2	$684K	Sell	4,067 -3	-0.1%	-$479	0.03%	322
2025 Q1	$678K	Sell	4,070 -35	-0.9%	-$6.07K	0.03%	304
2024 Q4	$679K	Sell	4,105 -169	-4%	-$26.7K	0.03%	298
2024 Q3	$570K	Buy	+4,274	New	+$496K	0.02%	294
2023 Q4	–	Sell	-4,235	Closed	-$371K	–	479
2023 Q3	$371K	Sell	4,235 -182	-4%	-$21.2K	0.02%	297
2023 Q2	$727K	Buy	4,417 +1,366	+45%	+$238K	0.04%	207
2023 Q1	$563K	Buy	+3,051	New	+$515K	0.04%	227

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

SteelPeak Wealth's MASI Position: Q4 2025 in Review

SteelPeak Wealth sold out of Masimo (MASI) in Q4 2025, closing a stake of 5,292 shares — an estimated $781K sold.

SteelPeak Wealth first reported a position in MASI in Q1 2023 and held it in 8 quarters. The position peaked at $781K in Q3 2025. 390 funds tracked by Wall St. Rank hold MASI as of Q4 2025.

SteelPeak Wealth reported no remaining Masimo position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 5,292 Masimo shares in Q4 2025, an estimated $781K.
SteelPeak Wealth first reported a position in Masimo in Q1 2023 and held it in 8 quarters.
SteelPeak Wealth's Masimo position peaked at $781K in Q3 2025.
390 funds tracked by Wall St. Rank held Masimo as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.