Wellington Management Group
MASI

Wellington Management Group’s Masimo MASI Stock Holding History

Wellington Management Group’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 		– Sell
-7,832
Closed -$1.02M – 1958
2025
Q4 		$1.02M Buy
7,832
+5,638
+257% +$807K ﹤0.01% 1713
2025
Q3 		$324K Sell
2,194
-1,072
-33% -$162K ﹤0.01% 1918
2025
Q2 		$549K Buy
3,266
+1,969
+152% +$314K ﹤0.01% 1811
2025
Q1 		$216K Buy
+1,297
New +$225K ﹤0.01% 1900
2023
Q2 		– Sell
-4,345
Closed -$802K – 1926
2023
Q1 		$802K Buy
+4,345
New +$733K ﹤0.01% 1721
2022
Q3 		– Sell
-5,065
Closed -$662K – 2099
2022
Q2 		$662K Sell
5,065
-124,884
-96% -$16.7M ﹤0.01% 1757
2022
Q1 		$18.9M Sell
129,949
-601,988
-82% -$116M ﹤0.01% 1031
2021
Q4 		$214M Buy
731,937
+118,273
+19% +$33.7M 0.03% 425
2021
Q3 		$166M Buy
613,664
+273,728
+81% +$74.2M 0.03% 487
2021
Q2 		$82.4M Buy
339,936
+38,421
+13% +$8.77M 0.01% 687
2021
Q1 		$69.2M Buy
301,515
+2,876
+1% +$722K 0.01% 713
2020
Q4 		$80.1M Sell
298,639
-398,286
-57% -$99.3M 0.01% 648
2020
Q3 		$165M Sell
696,925
-550,621
-44% -$123M 0.03% 414
2020
Q2 		$284M Sell
1,247,546
-897,441
-42% -$197M 0.06% 266
2020
Q1 		$380M Buy
2,144,987
+254,661
+13% +$43.7M 0.1% 189
2019
Q4 		$299M Buy
1,890,326
+56,958
+3% +$8.56M 0.06% 300
2019
Q3 		$273M Buy
1,833,368
+386,586
+27% +$58.7M 0.06% 301
2019
Q2 		$215M Buy
1,446,782
+969,462
+203% +$133M 0.05% 354
2019
Q1 		$66M Buy
477,320
+431,508
+942% +$54.2M 0.01% 662
2018
Q4 		$4.92M Sell
45,812
-10,811
-19% -$1.21M ﹤0.01% 1382
2018
Q3 		$7.05M Buy
+56,623
New +$6.28M ﹤0.01% 1381
2018
Q2 		– Sell
-32,722
Closed -$2.88M – 2289
2018
Q1 		$2.88M Sell
32,722
-117,144
-78% -$10.2M ﹤0.01% 1639
2017
Q4 		$12.7M Sell
149,866
-56,618
-27% -$4.91M ﹤0.01% 1197
2017
Q3 		$17.9M Buy
206,484
+34,735
+20% +$3.07M ﹤0.01% 1100
2017
Q2 		$15.7M Buy
171,749
+62,493
+57% +$5.74M ﹤0.01% 1109
2017
Q1 		$10.2M Sell
109,256
-14,505
-12% -$1.19M ﹤0.01% 1240
2016
Q4 		$8.34M Sell
123,761
-2,964
-2% -$182K ﹤0.01% 1248
2016
Q3 		$7.54M Sell
126,725
-9,743
-7% -$550K ﹤0.01% 1266
2016
Q2 		$7.17M Sell
136,468
-59,802
-30% -$2.82M ﹤0.01% 1240
2016
Q1 		$8.21M Buy
196,270
+68,544
+54% +$2.58M ﹤0.01% 1212
2015
Q4 		$5.3M Buy
+127,726
New +$5.22M ﹤0.01% 1340
2014
Q4 		– Sell
-31,545
Closed -$672K – 2205
2014
Q3 		$672K Sell
31,545
-74,516
-70% -$1.7M ﹤0.01% 1915
2014
Q2 		$2.5M Buy
106,061
+75,161
+243% +$1.86M ﹤0.01% 1625
2014
Q1 		$844K Buy
30,900
+16,800
+119% +$479K ﹤0.01% 1864
2013
Q4 		$412K Hold
14,100
– – ﹤0.01% 2023
2013
Q3 		$376K Hold
14,100
– – ﹤0.01% 2028
2013
Q2 		$299K Buy
+14,100
New +$297K ﹤0.01% 2032

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

Wellington Management Group's MASI Position: Q1 2026 in Review

Wellington Management Group sold out of Masimo (MASI) in Q1 2026, closing a stake of 7,832 shares — an estimated $1.02M sold.

Wellington Management Group first reported a position in MASI in Q2 2013 and held it in 37 quarters. The position peaked at $380M in Q1 2020. 445 funds tracked by Wall St. Rank hold MASI as of Q1 2026.

  • Wellington Management Group reported no remaining Masimo position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 7,832 Masimo shares in Q1 2026, an estimated $1.02M.
  • Wellington Management Group first reported a position in Masimo in Q2 2013 and held it in 37 quarters.
  • Wellington Management Group's Masimo position peaked at $380M in Q1 2020.
  • 445 funds tracked by Wall St. Rank held Masimo as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.