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Institute for Wealth Management’s Motorola Solutions MSI Stock Holding History

Institute for 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
Q2 		$198K Buy
+476
New +$199K 0.02% 520
2025
Q4 		– Sell
-466
Closed -$213K – 575
2025
Q3 		$213K Buy
+466
New +$210K 0.02% 536
2025
Q2 		– Sell
-504
Closed -$221K – 563
2025
Q1 		$221K Sell
504
-255
-34% -$114K 0.03% 487
2024
Q4 		$351K Buy
759
+114
+18% +$54.1K 0.04% 366
2024
Q3 		$290K Buy
645
+79
+14% +$32.9K 0.04% 420
2024
Q2 		$218K Buy
+566
New +$204K 0.03% 458

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

Institute for Wealth Management's MSI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Motorola Solutions (MSI) in Q2 2026: 476 shares worth $198K. The stake represents 0.02% of the portfolio and ranks #520 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in MSI as recently as Q3 2025.

Institute for Wealth Management first reported a position in MSI in Q2 2024 and has held it in 6 quarters since. The position peaked at $351K in Q4 2024. 1,464 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • Institute for Wealth Management held 476 shares of Motorola Solutions worth $198K as of Q2 2026.
  • Motorola Solutions was a new Institute for Wealth Management position in Q2 2026.
  • Motorola Solutions made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Institute for Wealth Management first reported a position in Motorola Solutions in Q2 2024 and has held it in 6 quarters since.
  • Institute for Wealth Management's Motorola Solutions position peaked at $351K in Q4 2024.
  • 1,464 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.