Activest Wealth Management’s Masimo MASI Stock Holding History

Activest Wealth Management’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 Q2	–	Sell	-158	Closed	-$28.1K	–	1440
2026 Q1	$28.1K	Sell	158 -29	-16%	-$4.55K	﹤0.01%	441
2025 Q4	$24.3K	Buy	+187	New	+$26.8K	﹤0.01%	461

Other funds holding MASI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Activest Wealth Management's MASI Position: Q2 2026 in Review

Activest Wealth Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 158 shares — an estimated $28.1K sold.

Activest Wealth Management first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $28.1K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

Activest Wealth Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 158 Masimo shares in Q2 2026, an estimated $28.1K.
Activest Wealth Management first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
Activest Wealth Management's Masimo position peaked at $28.1K in Q1 2026.
1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.