Valley Wealth Managers’s Masimo MASI Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-26	Closed	-$4.37K	–	320
2025 Q2	$4.37K	Hold	26	–	–	﹤0.01%	262
2025 Q1	$4.33K	Hold	26	–	–	﹤0.01%	300
2024 Q4	$4.3K	Hold	26	–	–	﹤0.01%	318
2024 Q3	$3.47K	Hold	26	–	–	﹤0.01%	332
2024 Q2	$3.27K	Hold	26	–	–	﹤0.01%	319
2024 Q1	$3.82K	Hold	26	–	–	﹤0.01%	271
2023 Q4	$3.05K	Hold	26	–	–	﹤0.01%	293
2023 Q3	$2.28K	Hold	26	–	–	﹤0.01%	326
2023 Q2	$4.28K	Hold	26	–	–	﹤0.01%	292
2023 Q1	$4.8K	Hold	26	–	–	﹤0.01%	308
2022 Q4	$3.85K	Hold	26	–	–	﹤0.01%	321
2022 Q3	$4K	Hold	26	–	–	﹤0.01%	349
2022 Q2	$3K	Buy	+26	New	+$3.48K	﹤0.01%	372

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Politan Capital Management New York $985M AUM 3.12% 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

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

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

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

Valley Wealth Managers's MASI Position: Q3 2025 in Review

Valley Wealth Managers sold out of Masimo (MASI) in Q3 2025, closing a stake of 26 shares — an estimated $4.37K sold.

Valley Wealth Managers first reported a position in MASI in Q2 2022 and held it in 13 quarters. The position peaked at $4.8K in Q1 2023. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

Valley Wealth Managers reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
Valley Wealth Managers sold 26 Masimo shares in Q3 2025, an estimated $4.37K.
Valley Wealth Managers first reported a position in Masimo in Q2 2022 and held it in 13 quarters.
Valley Wealth Managers's Masimo position peaked at $4.8K in Q1 2023.
358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.