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Blue Whale Capital’s Motorola Solutions MSI Stock Holding History

Blue Whale Capital’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.5M Sell
143,194
-237,596
-62% -$99.5M 1.89% 17
2026
Q1 		$165M Buy
380,790
+310,136
+439% +$134M 7.86% 3
2025
Q4 		$27.1M Buy
+70,654
New +$28.4M 1.39% 20

Other funds holding MSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Blue Whale Capital's MSI Position: Q2 2026 in Review

Blue Whale Capital reduced its Motorola Solutions (MSI) stake by 62% in Q2 2026, selling an estimated $99.5M and leaving 143,194 shares worth $59.5M. The position accounts for 1.89% of the portfolio, ranked #17.

Blue Whale Capital first reported a position in MSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $165M in Q1 2026. 1,471 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • Blue Whale Capital held 143,194 shares of Motorola Solutions worth $59.5M as of Q2 2026.
  • Blue Whale Capital sold 237,596 Motorola Solutions shares in Q2 2026, an estimated $99.5M.
  • Motorola Solutions made up 1.89% of Blue Whale Capital's portfolio in Q2 2026, its #17 holding.
  • Blue Whale Capital first reported a position in Motorola Solutions in Q4 2025 and has held it in 3 quarters since.
  • Blue Whale Capital's Motorola Solutions position peaked at $165M in Q1 2026.
  • 1,471 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.