WPA
MASI

Wealth Preservation Advisors’s Masimo MASI Stock Holding History

Wealth Preservation 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
-248
Closed -$44.1K – 573
2026
Q1 		$44.1K Buy
+248
New +$38.9K 0.04% 183

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

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

Wealth Preservation Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 248 shares — an estimated $44.1K sold.

Wealth Preservation Advisors first reported a position in MASI in Q1 2026 and held it in 1 quarter. The position peaked at $44.1K in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 248 Masimo shares in Q2 2026, an estimated $44.1K.
  • Wealth Preservation Advisors first reported a position in Masimo in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Masimo position peaked at $44.1K in Q1 2026.
  • 2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.