MWM
MASI

Mission Wealth Management’s Masimo MASI Stock Holding History

Mission Wealth Management’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
-1,905
Closed -$339K – 1081
2026
Q1 		$339K Buy
1,905
+20
+1% +$3.14K 0.01% 583
2025
Q4 		$245K Buy
1,885
+279
+17% +$40K ﹤0.01% 649
2025
Q3 		$237K Hold
1,606
– – ﹤0.01% 635
2025
Q2 		$270K Buy
1,606
+1
+0.1% +$160 0.01% 599
2025
Q1 		$267K Hold
1,605
– – 0.01% 576
2024
Q4 		$265K Sell
1,605
-600
-27% -$94.7K 0.01% 567
2024
Q3 		$294K Buy
2,205
+5
+0.2% +$580 0.01% 549
2024
Q2 		$277K Hold
2,200
– – 0.01% 544
2024
Q1 		$323K Sell
2,200
-80
-4% -$10.3K 0.01% 534
2023
Q4 		$267K Buy
+2,280
New +$213K 0.01% 491
2023
Q3 		– Sell
-1,600
Closed -$263K – 565
2023
Q2 		$263K Buy
+1,600
New +$279K 0.01% 463

Other funds holding MASI

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

Mission Wealth Management's MASI Position: Q2 2026 in Review

Mission Wealth Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,905 shares — an estimated $339K sold.

Mission Wealth Management first reported a position in MASI in Q2 2023 and held it in 11 quarters. The position peaked at $339K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Mission Wealth Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Mission Wealth Management sold 1,905 Masimo shares in Q2 2026, an estimated $339K.
  • Mission Wealth Management first reported a position in Masimo in Q2 2023 and held it in 11 quarters.
  • Mission Wealth Management's Masimo position peaked at $339K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.