WA
MASI

Waverly Advisors’s Masimo MASI Stock Holding History

Waverly Advisors’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
2026
Q1 		$252K Buy
+1,415
New +$222K ﹤0.01% 1393

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's MASI Position: Q1 2026 in Review

Waverly Advisors opened a new position in Masimo (MASI) in Q1 2026: 1,415 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings.

445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Waverly Advisors held 1,415 shares of Masimo worth $252K as of Q1 2026.
  • Masimo was a new Waverly Advisors position in Q1 2026.
  • Masimo made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1393 holding.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.