Essential Planning’s Motorola Solutions MSI Stock Holding History

Essential Planning’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 Q1	–	Sell	-5,525	Closed	-$2.62M	–	222
2024 Q4	$2.62M	Buy	+5,525	New	+$2.62M	0.02%	171

Other funds holding MSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essential Planning's MSI Position: Q1 2025 in Review

Essential Planning sold out of Motorola Solutions (MSI) in Q1 2025, closing a stake of 5,525 shares — an estimated $2.62M sold.

Essential Planning first reported a position in MSI in Q4 2024 and held it in 1 quarter. The position peaked at $2.62M in Q4 2024. 1,399 funds tracked by Wall St. Rank hold MSI as of Q1 2025.

Essential Planning reported no remaining Motorola Solutions position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 5,525 Motorola Solutions shares in Q1 2025, an estimated $2.62M.
Essential Planning first reported a position in Motorola Solutions in Q4 2024 and held it in 1 quarter.
Essential Planning's Motorola Solutions position peaked at $2.62M in Q4 2024.
1,399 funds tracked by Wall St. Rank held Motorola Solutions as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.