HB Wealth Management’s Masimo MASI Stock Holding History

HB Wealth Management’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	-2,704	Closed	-$481K	–	1769
2026 Q1	$481K	Buy	2,704 +367	+16%	+$57.6K	﹤0.01%	996
2025 Q4	$304K	Buy	+2,337	New	+$335K	﹤0.01%	1127
2025 Q3	–	Sell	-1,193	Closed	-$201K	–	1360
2025 Q2	$201K	Sell	1,193 -77	-6%	-$12.3K	﹤0.01%	1108
2025 Q1	$212K	Buy	1,270 +56	+5%	+$9.7K	﹤0.01%	1118
2024 Q4	$201K	Buy	+1,214	New	+$192K	﹤0.01%	983

Other funds holding MASI

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

HB Wealth Management's MASI Position: Q2 2026 in Review

HB Wealth Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 2,704 shares — an estimated $481K sold.

HB Wealth Management first reported a position in MASI in Q4 2024 and held it in 5 quarters. The position peaked at $481K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

HB Wealth Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 2,704 Masimo shares in Q2 2026, an estimated $481K.
HB Wealth Management first reported a position in Masimo in Q4 2024 and held it in 5 quarters.
HB Wealth Management's Masimo position peaked at $481K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.