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Congress Wealth Management’s Motorola Solutions MSI Stock Holding History

Congress Wealth Management’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
2025
Q2 		$17.3M Buy
41,214
+36,315
+741% +$15.2M 0.17% 148
2025
Q1 		$2.14M Buy
4,899
+341
+7% +$152K 0.03% 479
2024
Q4 		$2.11M Sell
4,558
-3,766
-45% -$1.79M 0.03% 405
2024
Q3 		$3.74M Buy
8,324
+4,336
+109% +$1.81M 0.05% 334
2024
Q2 		$1.54M Buy
+3,988
New +$1.44M 0.02% 381

Other funds holding MSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's MSI Position: Q2 2025 in Review

Congress Wealth Management increased its Motorola Solutions (MSI) stake by 741% in Q2 2025, buying an estimated $15.2M and bringing the position to 41,214 shares worth $17.3M. The position accounts for 0.17% of the portfolio, ranked #148.

Congress Wealth Management first reported a position in MSI in Q2 2024 and has held it in 5 quarters since. 1,424 funds tracked by Wall St. Rank hold MSI as of Q2 2025.

  • Congress Wealth Management held 41,214 shares of Motorola Solutions worth $17.3M as of Q2 2025.
  • Congress Wealth Management bought 36,315 Motorola Solutions shares in Q2 2025, an estimated $15.2M.
  • Motorola Solutions made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #148 holding.
  • Congress Wealth Management first reported a position in Motorola Solutions in Q2 2024 and has held it in 5 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.