Litman Gregory Wealth Management’s Motorola Solutions MSI Stock Holding History

Litman Gregory 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
2025 Q4	$10.6M	Buy	27,784 +554	+2%	+$223K	0.78%	32
2025 Q3	$12.5M	Sell	27,230 -580	-2%	-$261K	0.93%	29
2025 Q2	$11.7M	Sell	27,810 -609	-2%	-$255K	0.92%	29
2025 Q1	$12.4M	Sell	28,419 -57	-0.2%	-$25.4K	1.07%	25
2024 Q4	$13.2M	Sell	28,476 -1,007	-3%	-$478K	1.14%	24
2024 Q3	$13.3M	Sell	29,483 -8,303	-22%	-$3.46M	1.11%	25
2024 Q2	$14.6M	Sell	37,786 -1,307	-3%	-$472K	1.29%	21
2024 Q1	$13.9M	Sell	39,093 -2,179	-5%	-$717K	1.26%	21
2023 Q4	$12.9M	Sell	41,272 -1,329	-3%	-$402K	1.23%	20
2023 Q3	$11.6M	Buy	+42,601	New	+$12.1M	1.2%	21

Other funds holding MSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return