PWMG
MASI

Private Wealth Management Group’s Masimo MASI Stock Holding History

Private Wealth Management 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
-15
Closed -$2.67K – 1491
2026
Q1 		$2.67K Hold
15
– – ﹤0.01% 984
2025
Q4 		$1.95K Hold
15
– – ﹤0.01% 1090
2025
Q3 		$2.21K Hold
15
– – ﹤0.01% 1086
2025
Q2 		$2.52K Sell
15
-9
-38% -$1.44K ﹤0.01% 1006
2025
Q1 		$4K Hold
24
– – ﹤0.01% 806
2024
Q4 		$3.97K Buy
24
+9
+60% +$1.42K ﹤0.01% 838
2024
Q3 		$2K Sell
15
-23
-61% -$2.67K ﹤0.01% 1065
2024
Q2 		$4.79K Buy
38
+23
+153% +$3.03K ﹤0.01% 721
2024
Q1 		$2.2K Hold
15
– – ﹤0.01% 925
2023
Q4 		$1.76K Buy
+15
New +$1.4K ﹤0.01% 1037

Other funds holding MASI

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

Private Wealth Management Group's MASI Position: Q2 2026 in Review

Private Wealth Management Group sold out of Masimo (MASI) in Q2 2026, closing a stake of 15 shares — an estimated $2.67K sold.

Private Wealth Management Group first reported a position in MASI in Q4 2023 and held it in 10 quarters. The position peaked at $4.79K in Q2 2024. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Private Wealth Management Group reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 15 Masimo shares in Q2 2026, an estimated $2.67K.
  • Private Wealth Management Group first reported a position in Masimo in Q4 2023 and held it in 10 quarters.
  • Private Wealth Management Group's Masimo position peaked at $4.79K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.