Empower Advisory Group’s Masimo MASI Stock Holding History

Empower Advisory Group’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	-14,105	Closed	-$2.51M	–	545
2026 Q1	$2.51M	Buy	14,105 +1,000	+8%	+$157K	0.01%	204
2025 Q4	$1.7M	Sell	13,105 -1,000	-7%	-$143K	﹤0.01%	215
2025 Q3	$2.08M	Buy	14,105 +45	+0.3%	+$6.81K	0.01%	209
2025 Q2	$2.37M	Hold	14,060	–	–	0.01%	204
2025 Q1	$2.34M	Hold	14,060	–	–	0.01%	198
2024 Q4	$2.32M	Sell	14,060 -6	-0%	-$947	0.01%	200
2024 Q3	$1.88M	Buy	14,066 +6	+0%	+$696	0.01%	201
2024 Q2	$1.77M	Hold	14,060	–	–	0.01%	204
2024 Q1	$2.06M	Sell	14,060 -100	-0.7%	-$12.9K	0.01%	203
2023 Q4	$1.66M	Buy	14,160 +100	+0.7%	+$9.32K	0.01%	211
2023 Q3	$1.23M	Hold	14,060	–	–	0.01%	218
2023 Q2	$2.31M	Sell	14,060 -452	-3%	-$78.7K	0.01%	204
2023 Q1	$2.68M	Buy	+14,512	New	+$2.45M	0.01%	204

Other funds holding MASI

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

HNB

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

Empower Advisory Group's MASI Position: Q2 2026 in Review

Empower Advisory Group sold out of Masimo (MASI) in Q2 2026, closing a stake of 14,105 shares — an estimated $2.51M sold.

Empower Advisory Group first reported a position in MASI in Q1 2023 and held it in 13 quarters. The position peaked at $2.68M in Q1 2023. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Empower Advisory Group reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Empower Advisory Group sold 14,105 Masimo shares in Q2 2026, an estimated $2.51M.
Empower Advisory Group first reported a position in Masimo in Q1 2023 and held it in 13 quarters.
Empower Advisory Group's Masimo position peaked at $2.68M in Q1 2023.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.