Evermay Wealth Management’s Motorola Solutions MSI Stock Holding History

Evermay 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
2026 Q3	$288K	Hold	643	–	–	0.03%	168
2026 Q2	$268K	Hold	643	–	–	0.03%	176
2026 Q1	$280K	Hold	643	–	–	0.03%	165
2025 Q4	$247K	Sell	643 -50	-7%	-$20.1K	0.03%	176
2025 Q3	$318K	Hold	693	–	–	0.04%	160
2025 Q2	$292K	Hold	693	–	–	0.04%	167
2025 Q1	$304K	Hold	693	–	–	0.04%	161
2024 Q4	$321K	Hold	693	–	–	0.05%	157
2024 Q3	$312K	Hold	693	–	–	0.05%	156
2024 Q2	$268K	Hold	693	–	–	0.04%	171
2024 Q1	$247K	Sell	693 -1	-0.1%	-$329	0.04%	178
2023 Q4	$218K	Buy	694 +1	+0.1%	+$303	0.04%	174
2023 Q3	$189K	Hold	693	–	–	0.04%	172
2023 Q2	$204K	Hold	693	–	–	0.04%	174
2023 Q1	$199K	Hold	693	–	–	0.04%	174
2022 Q4	$179K	Hold	693	–	–	0.04%	178
2022 Q3	$156K	Hold	693	–	–	0.03%	184
2022 Q2	$146K	Hold	693	–	–	0.03%	187
2022 Q1	$168K	Hold	693	–	–	0.03%	206
2021 Q4	$188K	Sell	693 -20	-3%	-$5.04K	0.03%	176
2021 Q3	$166K	Hold	713	–	–	0.03%	177
2021 Q2	$155K	Buy	+713	New	+$142K	0.03%	193
2019 Q4	–	Sell	-1,656	Closed	-$282K	–	168
2019 Q3	$282K	Sell	1,656 -64	-4%	-$11K	0.08%	124
2019 Q2	$287K	Hold	1,720	–	–	0.08%	118
2019 Q1	$242K	Buy	+1,720	New	+$223K	0.07%	127
2018 Q4	–	Sell	-1,650	Closed	-$215K	–	144
2018 Q3	$215K	Buy	+1,650	New	+$204K	0.07%	137

Other funds holding MSI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evermay Wealth Management's MSI Position: Q3 2026 in Review

Evermay Wealth Management held its Motorola Solutions (MSI) position steady in Q3 2026 at 643 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #168.

Evermay Wealth Management first reported a position in MSI in Q3 2018 and has held it in 26 quarters since. The position peaked at $321K in Q4 2024. 906 funds tracked by Wall St. Rank hold MSI as of Q3 2026.

Evermay Wealth Management held 643 shares of Motorola Solutions worth $288K as of Q3 2026.
Evermay Wealth Management left its Motorola Solutions share count unchanged in Q3 2026.
Motorola Solutions made up 0.03% of Evermay Wealth Management's portfolio in Q3 2026, its #168 holding.
Evermay Wealth Management first reported a position in Motorola Solutions in Q3 2018 and has held it in 26 quarters since.
Evermay Wealth Management's Motorola Solutions position peaked at $321K in Q4 2024.
906 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.