Comprehensive Financial Planning’s Masimo MASI Stock Holding History

Comprehensive Financial Planning’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	-2	Closed	-$355	–	433
2026 Q1	$355	Hold	2	–	–	﹤0.01%	365
2025 Q4	$260	Hold	2	–	–	﹤0.01%	396
2025 Q3	$295	Hold	2	–	–	﹤0.01%	330
2025 Q2	$336	Hold	2	–	–	﹤0.01%	318
2025 Q1	$333	Hold	2	–	–	﹤0.01%	312
2024 Q4	$331	Buy	+2	New	+$316	﹤0.01%	338

Other funds holding MASI

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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Comprehensive Financial Planning's MASI Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of Masimo (MASI) in Q2 2026, closing a stake of 2 shares — an estimated $355 sold.

Comprehensive Financial Planning first reported a position in MASI in Q4 2024 and held it in 6 quarters. The position peaked at $355 in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Comprehensive Financial Planning reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 2 Masimo shares in Q2 2026, an estimated $355.
Comprehensive Financial Planning first reported a position in Masimo in Q4 2024 and held it in 6 quarters.
Comprehensive Financial Planning's Masimo position peaked at $355 in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.