MFG
MASI

Merit Financial Group’s Masimo MASI Stock Holding History

Merit Financial Group’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
-6,097
Closed -$1.08M – 2409
2026
Q1 		$1.08M Buy
6,097
+3,116
+105% +$489K 0.01% 946
2025
Q4 		$388K Buy
+2,981
New +$427K ﹤0.01% 1432

Other funds holding MASI

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

Merit Financial Group's MASI Position: Q2 2026 in Review

Merit Financial Group sold out of Masimo (MASI) in Q2 2026, closing a stake of 6,097 shares — an estimated $1.08M sold.

Merit Financial Group first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $1.08M in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Merit Financial Group reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 6,097 Masimo shares in Q2 2026, an estimated $1.08M.
  • Merit Financial Group first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's Masimo position peaked at $1.08M in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.