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Heritage Wealth Management (Ohio)’s Motorola Solutions MSI Stock Holding History

Heritage Wealth Management (Ohio)’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 		$696K Buy
+1,676
New +$702K 0.17% 131
2026
Q1 		– Sell
-1,676
Closed -$642K – 212
2025
Q4 		$642K Hold
1,676
– – 0.18% 123
2025
Q3 		$766K Hold
1,676
– – 0.23% 106
2025
Q2 		$705K Sell
1,676
-150
-8% -$62.7K 0.23% 107
2025
Q1 		$799K Buy
1,826
+30
+2% +$13.4K 0.27% 97
2024
Q4 		$830K Sell
1,796
-65
-3% -$30.8K 0.28% 95
2024
Q3 		$837K Sell
1,861
-181
-9% -$75.5K 0.27% 95
2024
Q2 		$790K Buy
+2,042
New +$737K 0.26% 96

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

Heritage Wealth Management (Ohio)'s MSI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Motorola Solutions (MSI) in Q2 2026: 1,676 shares worth $696K. The stake represents 0.17% of the portfolio and ranks #131 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MSI as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $837K in Q3 2024. 1,470 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 1,676 shares of Motorola Solutions worth $696K as of Q2 2026.
  • Motorola Solutions was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Motorola Solutions made up 0.17% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #131 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Motorola Solutions in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Motorola Solutions position peaked at $837K in Q3 2024.
  • 1,470 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.