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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
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

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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 Management (Ohio)'s MSI Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Motorola Solutions (MSI) in Q1 2026, closing a stake of 1,676 shares — an estimated $642K sold.

Heritage Wealth Management (Ohio) first reported a position in MSI in Q2 2024 and held it in 7 quarters. The position peaked at $837K in Q3 2024. 1,483 funds tracked by Wall St. Rank hold MSI as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Motorola Solutions position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 1,676 Motorola Solutions shares in Q1 2026, an estimated $642K.
  • Heritage Wealth Management (Ohio) first reported a position in Motorola Solutions in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Motorola Solutions position peaked at $837K in Q3 2024.
  • 1,483 funds tracked by Wall St. Rank held Motorola Solutions as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.