Wealth Enhancement Advisory Services
MASI

Wealth Enhancement Advisory Services’s Masimo MASI Stock Holding History

Wealth Enhancement Advisory 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
-16,837
Closed -$2.56M – 4192
2026
Q1 		$2.56M Buy
16,837
+5,466
+48% +$858K 0.01% 1256
2025
Q4 		$1.56M Buy
11,371
+9,423
+484% +$1.35M ﹤0.01% 1674
2025
Q3 		$293K Sell
1,948
-420
-18% -$63.6K ﹤0.01% 2818
2025
Q2 		$397K Sell
2,368
-34
-1% -$5.43K ﹤0.01% 2395
2025
Q1 		$400K Buy
2,402
+41
+2% +$7.11K ﹤0.01% 2205
2024
Q4 		$390K Sell
2,361
-47
-2% -$7.42K ﹤0.01% 2172
2024
Q3 		$321K Buy
2,408
+50
+2% +$5.8K ﹤0.01% 2134
2024
Q2 		$297K Sell
2,358
-140
-6% -$18.4K ﹤0.01% 1983
2024
Q1 		$367K Sell
2,498
-289
-10% -$37.3K ﹤0.01% 1783
2023
Q4 		$327K Buy
+2,787
New +$260K ﹤0.01% 1759
2020
Q3 		– Sell
-11,865
Closed -$2.85M – 226
2020
Q2 		$2.85M Buy
+11,865
New +$2.6M 0.08% 92
2019
Q4 		– Sell
-10,402
Closed -$1.51M – 228
2019
Q3 		$1.51M Buy
+10,402
New +$1.58M 0.06% 124

Other funds holding MASI

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

Wealth Enhancement Advisory Services's MASI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Masimo (MASI) in Q2 2026, closing a stake of 16,837 shares — an estimated $2.56M sold.

Wealth Enhancement Advisory Services first reported a position in MASI in Q3 2019 and held it in 12 quarters. The position peaked at $2.85M in Q2 2020. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,837 Masimo shares in Q2 2026, an estimated $2.56M.
  • Wealth Enhancement Advisory Services first reported a position in Masimo in Q3 2019 and held it in 12 quarters.
  • Wealth Enhancement Advisory Services's Masimo position peaked at $2.85M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.