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Sunrise Financial Services’s Masimo MASI Stock Holding History

Sunrise Financial 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
-17
Closed -$3.02K – 620
2026
Q1 		$3.02K Hold
17
– – ﹤0.01% 341
2025
Q4 		$2.21K Buy
+17
New +$2.43K ﹤0.01% 347

Other funds holding MASI

IA
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

Sunrise Financial Services's MASI Position: Q2 2026 in Review

Sunrise Financial Services sold out of Masimo (MASI) in Q2 2026, closing a stake of 17 shares — an estimated $3.02K sold.

Sunrise Financial Services first reported a position in MASI in Q4 2025 and held it in 2 quarters. The position peaked at $3.02K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Sunrise Financial Services reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 17 Masimo shares in Q2 2026, an estimated $3.02K.
  • Sunrise Financial Services first reported a position in Masimo in Q4 2025 and held it in 2 quarters.
  • Sunrise Financial Services's Masimo position peaked at $3.02K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.