Pinnacle Wealth Planning Services’s Masimo MASI Stock Holding History

Pinnacle Wealth Planning Services’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	-25	Closed	-$4.45K	–	2801
2026 Q1	$4.45K	Hold	25	–	–	﹤0.01%	2288
2025 Q4	$3.25K	Buy	+25	New	+$3.58K	﹤0.01%	2380
2021 Q1	–	Sell	-20	Closed	-$5K	–	1274
2020 Q4	$5K	Buy	+20	New	+$4.99K	﹤0.01%	1664

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

Pinnacle Wealth Planning Services's MASI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Masimo (MASI) in Q2 2026, closing a stake of 25 shares — an estimated $4.45K sold.

Pinnacle Wealth Planning Services first reported a position in MASI in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Pinnacle Wealth Planning Services reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 25 Masimo shares in Q2 2026, an estimated $4.45K.
Pinnacle Wealth Planning Services first reported a position in Masimo in Q4 2020 and held it in 3 quarters.
Pinnacle Wealth Planning Services's Masimo position peaked at $5K in Q4 2020.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.