HIW
MASI

Holos Integrated Wealth’s Masimo MASI Stock Holding History

Holos Integrated 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
-68
Closed -$12.2K – 402
2026
Q1 		$12.2K Hold
68
– – 0.01% 247
2025
Q4 		$8.66K Hold
68
– – ﹤0.01% 209
2025
Q3 		$9.84K Hold
68
– – 0.01% 194
2025
Q2 		$9.84K Hold
68
– – 0.01% 192
2025
Q1 		$11.3K Hold
68
– – 0.01% 190
2024
Q4 		$11.2K Buy
+68
New +$10.7K 0.01% 187

Other funds holding MASI

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

Holos Integrated Wealth's MASI Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Masimo (MASI) in Q2 2026, closing a stake of 68 shares — an estimated $12.2K sold.

Holos Integrated Wealth first reported a position in MASI in Q4 2024 and held it in 6 quarters. The position peaked at $12.2K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 68 Masimo shares in Q2 2026, an estimated $12.2K.
  • Holos Integrated Wealth first reported a position in Masimo in Q4 2024 and held it in 6 quarters.
  • Holos Integrated Wealth's Masimo position peaked at $12.2K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.