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Everhart Financial Group’s Motorola Solutions MSI Stock Holding History

Everhart Financial Group’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 		$210K Sell
505
-16
-3% -$6.7K 0.01% 450
2026
Q1 		$226K Buy
+521
New +$226K 0.02% 423

Other funds holding MSI

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Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's MSI Position: Q2 2026 in Review

Everhart Financial Group reduced its Motorola Solutions (MSI) stake by 3.1% in Q2 2026, selling an estimated $6.7K and leaving 505 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #450.

Everhart Financial Group first reported a position in MSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $226K in Q1 2026. 250 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • Everhart Financial Group held 505 shares of Motorola Solutions worth $210K as of Q2 2026.
  • Everhart Financial Group sold 16 Motorola Solutions shares in Q2 2026, an estimated $6.7K.
  • Motorola Solutions made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #450 holding.
  • Everhart Financial Group first reported a position in Motorola Solutions in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Motorola Solutions position peaked at $226K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.