Valued Wealth Advisors’s Masimo MASI Stock Holding History

Valued Wealth 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	-7	Closed	-$1.25K	–	928
2026 Q1	$1.25K	Buy	+7	New	+$1.1K	﹤0.01%	608

Other funds holding MASI

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

Valued Wealth Advisors's MASI Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 7 shares — an estimated $1.25K sold.

Valued Wealth Advisors first reported a position in MASI in Q1 2026 and held it in 1 quarter. The position peaked at $1.25K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

Valued Wealth Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Valued Wealth Advisors sold 7 Masimo shares in Q2 2026, an estimated $1.25K.
Valued Wealth Advisors first reported a position in Masimo in Q1 2026 and held it in 1 quarter.
Valued Wealth Advisors's Masimo position peaked at $1.25K in Q1 2026.
1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.