Krilogy Financial’s Masimo MASI Stock Holding History

Krilogy Financial’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	-1,879	Closed	-$335K	–	1121
2026 Q1	$335K	Sell	1,879 -1,483	-44%	-$233K	0.01%	696
2025 Q4	$471K	Buy	+3,362	New	+$481K	0.02%	578
2022 Q4	–	Sell	-2,698	Closed	-$381K	–	395
2022 Q3	$381K	Buy	2,698 +29	+1%	+$4.24K	0.05%	236
2022 Q2	$349K	Buy	+2,669	New	+$357K	0.04%	237

Other funds holding MASI

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

Krilogy Financial's MASI Position: Q2 2026 in Review

Krilogy Financial sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,879 shares — an estimated $335K sold.

Krilogy Financial first reported a position in MASI in Q2 2022 and held it in 4 quarters. The position peaked at $471K in Q4 2025. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

Krilogy Financial reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 1,879 Masimo shares in Q2 2026, an estimated $335K.
Krilogy Financial first reported a position in Masimo in Q2 2022 and held it in 4 quarters.
Krilogy Financial's Masimo position peaked at $471K in Q4 2025.
1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.