Integrated Wealth Concepts’s Masimo MASI Stock Holding History

Integrated Wealth Concepts’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	-3,077	Closed	-$547K	–	2493
2026 Q1	$547K	Buy	+3,077	New	+$483K	﹤0.01%	1483

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

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

Integrated Wealth Concepts sold out of Masimo (MASI) in Q2 2026, closing a stake of 3,077 shares — an estimated $547K sold.

Integrated Wealth Concepts first reported a position in MASI in Q1 2026 and held it in 1 quarter. The position peaked at $547K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Integrated Wealth Concepts reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 3,077 Masimo shares in Q2 2026, an estimated $547K.
Integrated Wealth Concepts first reported a position in Masimo in Q1 2026 and held it in 1 quarter.
Integrated Wealth Concepts's Masimo position peaked at $547K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

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