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Invera Wealth Advisors’s Motorola Solutions MSI Stock Holding History

Invera 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 		$998K Sell
2,300
-64
-3% -$27.7K 0.64% 51
2025
Q4 		$906K Sell
2,364
-112
-5% -$45K 0.57% 53
2025
Q3 		$1.13M Sell
2,476
-20
-0.8% -$9.01K 0.7% 43
2025
Q2 		$1.05M Buy
2,496
+1
+0% +$418 0.68% 47
2025
Q1 		$1.09M Buy
+2,495
New +$1.11M 0.71% 51
2024
Q1 		– Sell
-3,424
Closed -$1.07M – 89
2023
Q4 		$1.07M Buy
+3,424
New +$1.04M 0.67% 48

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

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

Invera Wealth Advisors reduced its Motorola Solutions (MSI) stake by 2.7% in Q1 2026, selling an estimated $27.7K and leaving 2,300 shares worth $998K. The position accounts for 0.64% of the portfolio, ranked #51.

Invera Wealth Advisors first reported a position in MSI in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold MSI as of Q1 2026.

  • Invera Wealth Advisors held 2,300 shares of Motorola Solutions worth $998K as of Q1 2026.
  • Invera Wealth Advisors sold 64 Motorola Solutions shares in Q1 2026, an estimated $27.7K.
  • Motorola Solutions made up 0.64% of Invera Wealth Advisors's portfolio in Q1 2026, its #51 holding.
  • Invera Wealth Advisors first reported a position in Motorola Solutions in Q4 2023 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Motorola Solutions position peaked at $1.13M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Motorola Solutions as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.