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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Blue Whale Capital's MSI Position: Q1 2026 in Review

Blue Whale Capital increased its Motorola Solutions (MSI) stake by 439% in Q1 2026, buying an estimated $134M and bringing the position to 380,790 shares worth $165M. The position accounts for 7.86% of the portfolio, ranked #3.

Blue Whale Capital first reported a position in MSI in Q4 2025 and has held it in 2 quarters since. 1,485 funds tracked by Wall St. Rank hold MSI as of Q1 2026.

  • Blue Whale Capital held 380,790 shares of Motorola Solutions worth $165M as of Q1 2026.
  • Blue Whale Capital bought 310,136 Motorola Solutions shares in Q1 2026, an estimated $134M.
  • Motorola Solutions made up 7.86% of Blue Whale Capital's portfolio in Q1 2026, its #3 holding.
  • Blue Whale Capital first reported a position in Motorola Solutions in Q4 2025 and has held it in 2 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Motorola Solutions as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.