JFS Wealth 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 | – | Sell |
-17
| Closed | -$3.02K | – | 2282 |
|
|
2026
Q1 | $3.02K | Sell |
17
-1
| -6% | -$157 | ﹤0.01% | 1385 |
|
|
2025
Q4 | $2.34K | Hold |
18
| – | – | ﹤0.01% | 1499 |
|
|
2025
Q3 | $2.66K | Sell |
18
-2
| -10% | -$303 | ﹤0.01% | 1359 |
|
|
2025
Q2 | $3.37K | Sell |
20
-3
| -13% | -$479 | ﹤0.01% | 1225 |
|
|
2025
Q1 | $3.83K | Buy |
23
+4
| +21% | +$694 | ﹤0.01% | 1230 |
|
|
2024
Q4 | $3.14K | Buy |
19
+1
| +6% | +$158 | ﹤0.01% | 1302 |
|
|
2024
Q3 | $2.4K | Buy |
18
+1
| +6% | +$116 | ﹤0.01% | 1406 |
|
|
2024
Q2 | $2.14K | Hold |
17
| – | – | ﹤0.01% | 1403 |
|
|
2024
Q1 | $2.5K | Hold |
17
| – | – | ﹤0.01% | 1364 |
|
|
2023
Q4 | $1.99K | Buy |
17
+16
| +1,600% | +$1.49K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $88 | Sell |
1
-20
| -95% | -$2.33K | ﹤0.01% | 1912 |
|
|
2023
Q2 | $3.46K | Hold |
21
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q1 | $3.88K | Buy |
21
+4
| +24% | +$675 | ﹤0.01% | 1095 |
|
|
2022
Q4 | $2.52K | Sell |
17
-3
| -15% | -$413 | ﹤0.01% | 1282 |
|
|
2022
Q3 | $3K | Buy |
20
+10
| +100% | +$1.46K | ﹤0.01% | 1200 |
|
|
2022
Q2 | $1K | Sell |
10
-3
| -23% | -$401 | ﹤0.01% | 1578 |
|
|
2022
Q1 | $2K | Buy |
13
+8
| +160% | +$1.54K | ﹤0.01% | 1443 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1.42K | ﹤0.01% | 1447 |
|
|
2021
Q2 | – | Sell |
-24
| Closed | -$6K | – | 620 |
|
|
2021
Q1 | $6K | Buy |
+24
| New | +$6.03K | ﹤0.01% | 455 |
|
Other funds holding MASI
JFS Wealth Advisors's MASI Position: Q2 2026 in Review
JFS Wealth Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 17 shares — an estimated $3.02K sold.
JFS Wealth Advisors first reported a position in MASI in Q1 2021 and held it in 19 quarters. The position peaked at $6K in Q1 2021. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.
- JFS Wealth Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
- JFS Wealth Advisors sold 17 Masimo shares in Q2 2026, an estimated $3.02K.
- JFS Wealth Advisors first reported a position in Masimo in Q1 2021 and held it in 19 quarters.
- JFS Wealth Advisors's Masimo position peaked at $6K in Q1 2021.
- 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.