TWD
MASI

True Wealth Design’s Masimo MASI Stock Holding History

True Wealth Design’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
-172
Closed -$30.6K – 2791
2026
Q1 		$30.6K Buy
172
+88
+105% +$13.8K 0.01% 551
2025
Q4 		$10.9K Sell
84
-5
-6% -$716 ﹤0.01% 825
2025
Q3 		$13.1K Sell
89
-27
-23% -$4.09K ﹤0.01% 745
2025
Q2 		$19.5K Buy
116
+27
+30% +$4.31K 0.01% 387
2025
Q1 		$14.8K Buy
89
+19
+27% +$3.3K 0.01% 394
2024
Q4 		$11.6K Hold
70
– – ﹤0.01% 399
2024
Q3 		$9.33K Buy
+70
New +$8.12K ﹤0.01% 435
2023
Q4 		– Sell
-1
Closed -$88 – 802
2023
Q3 		$88 Hold
1
– – ﹤0.01% 721
2023
Q2 		$165 Hold
1
– – ﹤0.01% 680
2023
Q1 		$185 Hold
1
– – ﹤0.01% 745
2022
Q4 		$148 Buy
+1
New +$138 ﹤0.01% 705

Other funds holding MASI

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

True Wealth Design's MASI Position: Q2 2026 in Review

True Wealth Design sold out of Masimo (MASI) in Q2 2026, closing a stake of 172 shares — an estimated $30.6K sold.

True Wealth Design first reported a position in MASI in Q4 2022 and held it in 11 quarters. The position peaked at $30.6K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • True Wealth Design reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 172 Masimo shares in Q2 2026, an estimated $30.6K.
  • True Wealth Design first reported a position in Masimo in Q4 2022 and held it in 11 quarters.
  • True Wealth Design's Masimo position peaked at $30.6K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.