IFP Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.8K | Sell |
88
-629
| -88% | -$112K | ﹤0.01% | 3119 |
|
|
2026
Q1 | $128K | Buy |
717
+208
| +41% | +$32.6K | ﹤0.01% | 1669 |
|
|
2025
Q4 | $66.2K | Buy |
509
+493
| +3,081% | +$70.6K | ﹤0.01% | 2030 |
|
|
2025
Q3 | $2.36K | Buy |
+16
| New | +$2.42K | ﹤0.01% | 3639 |
|
|
2025
Q2 | – | Sell |
-4
| Closed | -$639 | – | 2110 |
|
|
2025
Q1 | $4.66K | Buy |
+4
| New | +$694 | ﹤0.01% | 2868 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$1.1K | – | 2881 |
|
|
2024
Q3 | $933 | Hold |
7
| – | – | ﹤0.01% | 3087 |
|
|
2024
Q2 | $882 | Hold |
7
| – | – | ﹤0.01% | 3011 |
|
|
2024
Q1 | $1.03K | Hold |
7
| – | – | ﹤0.01% | 2866 |
|
|
2023
Q4 | $820 | Buy |
+7
| New | +$652 | ﹤0.01% | 2834 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$8K | – | 4006 |
|
|
2022
Q4 | $8K | Sell |
46
-115
| -71% | -$15.8K | ﹤0.01% | 3530 |
|
|
2022
Q3 | $30K | Buy |
161
+89
| +124% | +$13K | ﹤0.01% | 2770 |
|
|
2022
Q2 | $28K | Hold |
72
| – | – | ﹤0.01% | 2579 |
|
|
2022
Q1 | $28K | Buy |
72
+52
| +260% | +$9.98K | ﹤0.01% | 2579 |
|
|
2021
Q4 | $6K | Buy |
20
+3
| +18% | +$854 | ﹤0.01% | 2421 |
|
|
2021
Q3 | $5K | Sell |
17
-91
| -84% | -$24.7K | ﹤0.01% | 2558 |
|
|
2021
Q2 | $26K | Buy |
108
+91
| +535% | +$20.8K | ﹤0.01% | 1811 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 2482 |
|
|
2020
Q4 | $5K | Sell |
17
-14
| -45% | -$3.49K | ﹤0.01% | 2330 |
|
|
2020
Q3 | $7K | Sell |
31
-204
| -87% | -$45.7K | ﹤0.01% | 2041 |
|
|
2020
Q2 | $48K | Buy |
235
+151
| +180% | +$33.1K | ﹤0.01% | 1234 |
|
|
2020
Q1 | $15K | Sell |
84
-29
| -26% | -$4.97K | ﹤0.01% | 1608 |
|
|
2019
Q4 | $19K | Sell |
113
-106
| -48% | -$15.9K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $32K | Buy |
+219
| New | +$33.3K | ﹤0.01% | 1567 |
|
|
2019
Q1 | $51K | Sell |
365
-615
| -63% | -$77.2K | 0.01% | 964 |
|
|
2018
Q4 | $103K | Sell |
980
-79
| -7% | -$8.81K | 0.01% | 1182 |
|
|
2018
Q3 | $132K | Buy |
1,059
+52
| +5% | +$5.77K | 0.01% | 1317 |
|
|
2018
Q2 | $98K | Buy |
1,007
+512
| +103% | +$48.7K | ﹤0.01% | 1496 |
|
|
2018
Q1 | $42K | Hold |
495
| – | – | ﹤0.01% | 1919 |
|
|
2017
Q4 | $42K | Buy |
495
+31
| +7% | +$2.69K | ﹤0.01% | 1940 |
|
|
2017
Q3 | $40K | Buy |
464
+69
| +17% | +$6.1K | ﹤0.01% | 2134 |
|
|
2017
Q2 | $36K | Sell |
395
-65
| -14% | -$5.97K | ﹤0.01% | 2184 |
|
|
2017
Q1 | $43K | Sell |
460
-9
| -2% | -$741 | ﹤0.01% | 2016 |
|
|
2016
Q4 | $32K | Sell |
469
-18
| -4% | -$1.11K | ﹤0.01% | 2149 |
|
|
2016
Q3 | $29K | Buy |
487
+61
| +14% | +$3.44K | ﹤0.01% | 2167 |
|
|
2016
Q2 | $22K | Buy |
426
+61
| +17% | +$2.87K | ﹤0.01% | 2286 |
|
|
2016
Q1 | $51K | Buy |
365
+76
| +26% | +$2.86K | 0.01% | 963 |
|
|
2015
Q4 | $12K | Buy |
+289
| New | +$11.8K | ﹤0.01% | 2486 |
|
IFP Advisors's MASI Position: Q2 2026 in Review
IFP Advisors reduced its Masimo (MASI) stake by 88% in Q2 2026, selling an estimated $112K and leaving 88 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.
IFP Advisors first reported a position in MASI in Q4 2015 and has held it in 37 quarters since. The position peaked at $132K in Q3 2018. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.
- IFP Advisors held 88 shares of Masimo worth $15.8K as of Q2 2026.
- IFP Advisors sold 629 Masimo shares in Q2 2026, an estimated $112K.
- Masimo made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3119 holding.
- IFP Advisors first reported a position in Masimo in Q4 2015 and has held it in 37 quarters since.
- IFP Advisors's Masimo position peaked at $132K in Q3 2018.
- 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.