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 Q2	$937K	Sell	2,257 -43	-2%	-$18K	0.5%	55
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Invera Wealth Advisors's MSI Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Motorola Solutions (MSI) stake by 1.9% in Q2 2026, selling an estimated $18K and leaving 2,257 shares worth $937K. The position accounts for 0.5% of the portfolio, ranked #55.

Invera Wealth Advisors first reported a position in MSI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

Invera Wealth Advisors held 2,257 shares of Motorola Solutions worth $937K as of Q2 2026.
Invera Wealth Advisors sold 43 Motorola Solutions shares in Q2 2026, an estimated $18K.
Motorola Solutions made up 0.5% of Invera Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Invera Wealth Advisors first reported a position in Motorola Solutions in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Motorola Solutions position peaked at $1.13M in Q3 2025.
1,471 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.