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EP Wealth Advisors’s Motorola Solutions MSI Stock Holding History

EP Wealth Advisors’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 		$813K Sell
1,957
-455
-19% -$190K ﹤0.01% 826
2026
Q1 		$1.05M Buy
2,412
+638
+36% +$276K 0.01% 631
2025
Q4 		$680K Buy
+1,774
New +$713K ﹤0.01% 738
2025
Q2 		$1.1M Buy
2,611
+710
+37% +$297K 0.01% 540
2025
Q1 		$832K Sell
1,901
-141
-7% -$62.9K 0.01% 549
2024
Q4 		$944K Buy
2,042
+223
+12% +$106K 0.01% 517
2024
Q3 		$818K Buy
1,819
+114
+7% +$47.5K 0.01% 546
2024
Q2 		$658K Sell
1,705
-481
-22% -$174K 0.01% 475
2024
Q1 		$776K Buy
2,186
+800
+58% +$263K 0.01% 425
2023
Q4 		$434K Buy
1,386
+507
+58% +$153K 0.01% 518
2023
Q3 		$239K Buy
+879
New +$250K ﹤0.01% 615
2022
Q3 		– Sell
-1,195
Closed -$250K – 523
2022
Q2 		$250K Sell
1,195
-31
-3% -$6.76K 0.01% 525
2022
Q1 		$297K Sell
1,226
-166
-12% -$38.6K 0.01% 494
2021
Q4 		$378K Buy
1,392
+140
+11% +$35.3K 0.01% 418
2021
Q3 		$291K Sell
1,252
-167
-12% -$38.7K 0.01% 437
2021
Q2 		$308K Buy
+1,419
New +$283K 0.01% 438

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

EP Wealth Advisors's MSI Position: Q2 2026 in Review

EP Wealth Advisors reduced its Motorola Solutions (MSI) stake by 19% in Q2 2026, selling an estimated $190K and leaving 1,957 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

EP Wealth Advisors first reported a position in MSI in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.1M in Q2 2025. 1,464 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • EP Wealth Advisors held 1,957 shares of Motorola Solutions worth $813K as of Q2 2026.
  • EP Wealth Advisors sold 455 Motorola Solutions shares in Q2 2026, an estimated $190K.
  • Motorola Solutions made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #826 holding.
  • EP Wealth Advisors first reported a position in Motorola Solutions in Q2 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's Motorola Solutions position peaked at $1.1M in Q2 2025.
  • 1,464 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.