SHP Wealth Management’s Masimo MASI Stock Holding History

SHP 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	-11	Closed	-$1.96K	–	2045
2026 Q1	$1.96K	Buy	11 +9	+450%	+$1.41K	﹤0.01%	1281
2025 Q4	$260	Buy	+2	New	+$286	﹤0.01%	1447

Other funds holding MASI

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

SHP Wealth Management sold out of Masimo (MASI) in Q2 2026, closing a stake of 11 shares — an estimated $1.96K sold.

SHP Wealth Management first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $1.96K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

SHP Wealth Management reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 11 Masimo shares in Q2 2026, an estimated $1.96K.
SHP Wealth Management first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's Masimo position peaked at $1.96K in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.