Transamerica Financial Advisors’s Masimo MASI Stock Holding History

Transamerica Financial Advisors’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	-4	Closed	-$711	–	2244
2026 Q1	$711	Buy	+4	New	+$628	﹤0.01%	1413
2024 Q1	–	Sell	-1	Closed	-$1K	–	660
2023 Q4	$1K	Sell	1 -1	-50%	-$93	﹤0.01%	516
2023 Q3	$1K	Sell	2 -1	-33%	-$116	﹤0.01%	539
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	510
2023 Q1	$1K	Sell	3 -5	-63%	-$843	﹤0.01%	492
2022 Q4	$2K	Buy	8 +4	+100%	+$550	﹤0.01%	396
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	531
2022 Q2	$1K	Buy	+4	New	+$535	﹤0.01%	547
2021 Q3	–	Sell	-1	Closed	-$1K	–	168
2021 Q2	$1K	Buy	+1	New	+$228	0.02%	151

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

Transamerica Financial Advisors's MASI Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 4 shares — an estimated $711 sold.

Transamerica Financial Advisors first reported a position in MASI in Q2 2021 and held it in 9 quarters. The position peaked at $2K in Q4 2022. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Transamerica Financial Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 4 Masimo shares in Q2 2026, an estimated $711.
Transamerica Financial Advisors first reported a position in Masimo in Q2 2021 and held it in 9 quarters.
Transamerica Financial Advisors's Masimo position peaked at $2K in Q4 2022.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.