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Evolve Private Wealth’s Masimo MASI Stock Holding History

Evolve Private Wealth’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
-1,713
Closed -$305K – 1150
2026
Q1 		$305K Buy
+1,713
New +$269K 0.02% 778

Other funds holding MASI

IA
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

Evolve Private Wealth's MASI Position: Q2 2026 in Review

Evolve Private Wealth sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,713 shares — an estimated $305K sold.

Evolve Private Wealth first reported a position in MASI in Q1 2026 and held it in 1 quarter. The position peaked at $305K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Evolve Private Wealth reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 1,713 Masimo shares in Q2 2026, an estimated $305K.
  • Evolve Private Wealth first reported a position in Masimo in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's Masimo position peaked at $305K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.