AWM
MASI

Avior Wealth Management’s Masimo MASI Stock Holding History

Avior 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
-1,410
Closed -$251K – 855
2026
Q1 		$251K Sell
1,410
-2,387
-63% -$375K 0.01% 732
2025
Q4 		$494K Sell
3,797
-15
-0.4% -$2.15K 0.02% 463
2025
Q3 		$562K Buy
3,812
+396
+12% +$60K 0.02% 417
2025
Q2 		$575K Buy
3,416
+436
+15% +$69.6K 0.02% 399
2025
Q1 		$496K Sell
2,980
-299
-9% -$51.9K 0.02% 407
2024
Q4 		$542K Sell
3,279
-2,452
-43% -$387K 0.02% 422
2024
Q3 		$764K Buy
5,731
+812
+17% +$94.2K 0.03% 342
2024
Q2 		$619K Buy
4,919
+4,336
+744% +$571K 0.03% 379
2024
Q1 		$85.6K Sell
583
-2,222
-79% -$287K ﹤0.01% 1027
2023
Q4 		$329K Buy
2,805
+61
+2% +$5.69K 0.02% 429
2023
Q3 		$241K Sell
2,744
-1,690
-38% -$197K 0.02% 486
2023
Q2 		$730K Buy
4,434
+4,319
+3,756% +$752K 0.05% 256
2023
Q1 		$21.2K Buy
+115
New +$19.4K ﹤0.01% 934

Other funds holding MASI

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

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

Avior Wealth Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,410 shares — an estimated $251K sold.

Avior Wealth Management first reported a position in MASI in Q1 2023 and held it in 13 quarters. The position peaked at $764K in Q3 2024. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Avior Wealth Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 1,410 Masimo shares in Q2 2026, an estimated $251K.
  • Avior Wealth Management first reported a position in Masimo in Q1 2023 and held it in 13 quarters.
  • Avior Wealth Management's Masimo position peaked at $764K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.