Elevation Wealth Partners’s Masimo MASI Stock Holding History

Elevation Wealth Partners’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	-19	Closed	-$3.38K	–	1338
2026 Q1	$3.38K	Buy	19 +13	+217%	+$2.04K	﹤0.01%	807
2025 Q4	$781	Sell	6 -6	-50%	-$859	﹤0.01%	884
2025 Q3	$1.77K	Buy	+12	New	+$1.82K	﹤0.01%	666

Other funds holding MASI

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

Elevation Wealth Partners's MASI Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Masimo (MASI) in Q2 2026, closing a stake of 19 shares — an estimated $3.38K sold.

Elevation Wealth Partners first reported a position in MASI in Q3 2025 and held it in 3 quarters. The position peaked at $3.38K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

Elevation Wealth Partners reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Elevation Wealth Partners sold 19 Masimo shares in Q2 2026, an estimated $3.38K.
Elevation Wealth Partners first reported a position in Masimo in Q3 2025 and held it in 3 quarters.
Elevation Wealth Partners's Masimo position peaked at $3.38K in Q1 2026.
1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.