Bogart Wealth LLC’s Masimo MASI Stock Holding History

Bogart Wealth LLC’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	-4	Closed	-$711	–	2058
2026 Q1	$711	Buy	+4	New	+$628	﹤0.01%	1514
2024 Q3	–	Sell	-16	Closed	-$2.02K	–	1148
2024 Q2	$2.02K	Buy	+16	New	+$2.11K	﹤0.01%	930
2019 Q1	–	Sell	-1,161	Closed	-$124K	–	363
2018 Q4	$124K	Buy	1,161 +140	+14%	+$15.6K	0.06%	97
2018 Q3	$127K	Buy	1,021 +57	+6%	+$6.32K	0.07%	92
2018 Q2	$94K	Buy	964 +131	+16%	+$12.5K	0.06%	104
2018 Q1	$72K	Buy	833 +383	+85%	+$33.4K	0.04%	119
2017 Q4	$38K	Buy	+450	New	+$39K	0.02%	159

Other funds holding MASI

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

Bogart Wealth LLC's MASI Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Masimo (MASI) in Q2 2026, closing a stake of 4 shares — an estimated $711 sold.

Bogart Wealth LLC first reported a position in MASI in Q4 2017 and held it in 7 quarters. The position peaked at $127K in Q3 2018. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

Bogart Wealth LLC reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 4 Masimo shares in Q2 2026, an estimated $711.
Bogart Wealth LLC first reported a position in Masimo in Q4 2017 and held it in 7 quarters.
Bogart Wealth LLC's Masimo position peaked at $127K in Q3 2018.
1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.