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Heritage Wealth Advisors’s Motorola Solutions MSI Stock Holding History

Heritage 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
Q1 		$279K Sell
643
-2,994
-82% -$1.3M 0.01% 178
2025
Q4 		$1.39M Buy
3,637
+3,426
+1,624% +$1.38M 0.05% 84
2025
Q3 		$96.7K Hold
211
– – ﹤0.01% 250
2025
Q2 		$88.8K Hold
211
– – ﹤0.01% 256
2025
Q1 		$92.3K Sell
211
-1
-0.5% -$446 ﹤0.01% 251
2024
Q4 		$97.8K Sell
212
-109
-34% -$51.7K ﹤0.01% 250
2024
Q3 		$144K Buy
321
+4
+1% +$1.67K 0.01% 240
2024
Q2 		$122K Hold
317
– – 0.01% 239
2024
Q1 		$112K Sell
317
-27
-8% -$8.89K 0.01% 250
2023
Q4 		$108K Hold
344
– – 0.01% 260
2023
Q3 		$93.7K Sell
344
-29
-8% -$8.26K 0.01% 253
2023
Q2 		$109K Sell
373
-29
-7% -$8.31K 0.01% 251
2023
Q1 		$115K Buy
402
+24
+6% +$6.33K 0.01% 247
2022
Q4 		$97.4K Buy
378
+217
+135% +$54.2K 0.01% 265
2022
Q3 		$36.1K Hold
161
– – ﹤0.01% 326
2022
Q2 		$34K Sell
161
-260
-62% -$56.7K ﹤0.01% 366
2022
Q1 		$102K Sell
421
-600
-59% -$139K 0.01% 251
2021
Q4 		$277K Buy
1,021
+860
+534% +$217K 0.02% 174
2021
Q3 		$37.4K Hold
161
– – ﹤0.01% 345
2021
Q2 		$34.9K Hold
161
– – ﹤0.01% 357
2021
Q1 		$30.3K Hold
161
– – ﹤0.01% 381
2020
Q4 		$27K Buy
161
+33
+26% +$5.54K ﹤0.01% 382
2020
Q3 		$20.1K Hold
128
– – ﹤0.01% 346
2020
Q2 		$17.9K Hold
128
– – ﹤0.01% 342
2020
Q1 		$17K Sell
128
-5
-4% -$839 ﹤0.01% 338
2019
Q4 		$21.4K Buy
133
+5
+4% +$823 ﹤0.01% 375
2019
Q3 		$21K Buy
128
+28
+28% +$4.81K ﹤0.01% 344
2019
Q2 		$16.7K Buy
100
+95
+1,900% +$14.3K ﹤0.01% 355
2019
Q1 		$702 Hold
5
– – ﹤0.01% 431
2018
Q4 		$0 Hold
5
– – ﹤0.01% 405
2018
Q3 		$0 Buy
+5
New +$618 ﹤0.01% 389

Other funds holding MSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Heritage Wealth Advisors's MSI Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Motorola Solutions (MSI) stake by 82% in Q1 2026, selling an estimated $1.3M and leaving 643 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #178.

Heritage Wealth Advisors first reported a position in MSI in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.39M in Q4 2025. 1,483 funds tracked by Wall St. Rank hold MSI as of Q1 2026.

  • Heritage Wealth Advisors held 643 shares of Motorola Solutions worth $279K as of Q1 2026.
  • Heritage Wealth Advisors sold 2,994 Motorola Solutions shares in Q1 2026, an estimated $1.3M.
  • Motorola Solutions made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #178 holding.
  • Heritage Wealth Advisors first reported a position in Motorola Solutions in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Motorola Solutions position peaked at $1.39M in Q4 2025.
  • 1,483 funds tracked by Wall St. Rank held Motorola Solutions as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.