Whipplewood Advisors’s Masimo MASI Stock Holding History

Whipplewood 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
2025 Q3	–	Sell	-14	Closed	-$2.35K	–	815
2025 Q2	$2.35K	Buy	+14	New	+$2.24K	﹤0.01%	846

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

Whipplewood Advisors's MASI Position: Q3 2025 in Review

Whipplewood Advisors sold out of Masimo (MASI) in Q3 2025, closing a stake of 14 shares — an estimated $2.35K sold.

Whipplewood Advisors first reported a position in MASI in Q2 2025 and held it in 1 quarter. The position peaked at $2.35K in Q2 2025. 358 funds tracked by Wall St. Rank hold MASI as of Q3 2025.

Whipplewood Advisors reported no remaining Masimo position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 14 Masimo shares in Q3 2025, an estimated $2.35K.
Whipplewood Advisors first reported a position in Masimo in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's Masimo position peaked at $2.35K in Q2 2025.
358 funds tracked by Wall St. Rank held Masimo as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.