MW
MSI icon

Marcum Wealth’s Motorola Solutions MSI Stock Holding History

Marcum Wealth’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
Q1 		$461K Sell
1,054
-10
-0.9% -$4.46K 0.04% 203
2024
Q4 		$492K Sell
1,064
-88
-8% -$41.8K 0.04% 200
2024
Q3 		$518K Sell
1,152
-291
-20% -$121K 0.05% 191
2024
Q2 		$557K Sell
1,443
-263
-15% -$94.9K 0.06% 170
2024
Q1 		$606K Sell
1,706
-2
-0.1% -$658 0.06% 164
2023
Q4 		$535K Buy
1,708
+73
+4% +$22.1K 0.06% 172
2023
Q3 		$445K Buy
1,635
+73
+5% +$20.8K 0.05% 190
2023
Q2 		$458K Sell
1,562
-42
-3% -$12K 0.05% 187
2023
Q1 		$459K Buy
1,604
+89
+6% +$23.5K 0.06% 191
2022
Q4 		$390K Sell
1,515
-7
-0.5% -$1.75K 0.05% 203
2022
Q3 		$341K Sell
1,522
-5
-0.3% -$1.18K 0.05% 214
2022
Q2 		$320K Buy
1,527
+625
+69% +$136K 0.05% 223
2022
Q1 		$218K Buy
902
+14
+2% +$3.25K 0.03% 306
2021
Q4 		$241K Sell
888
-117
-12% -$29.5K 0.03% 293
2021
Q3 		$233K Sell
1,005
-40
-4% -$9.28K 0.04% 283
2021
Q2 		$227K Sell
1,045
-41
-4% -$8.19K 0.04% 261
2021
Q1 		$204K Buy
+1,086
New +$194K 0.03% 279

Other funds holding MSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marcum Wealth's MSI Position: Q1 2025 in Review

Marcum Wealth reduced its Motorola Solutions (MSI) stake by 0.94% in Q1 2025, selling an estimated $4.46K and leaving 1,054 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #203.

Marcum Wealth first reported a position in MSI in Q1 2021 and has held it in 17 quarters since. The position peaked at $606K in Q1 2024. 1,400 funds tracked by Wall St. Rank hold MSI as of Q1 2025.

  • Marcum Wealth held 1,054 shares of Motorola Solutions worth $461K as of Q1 2025.
  • Marcum Wealth sold 10 Motorola Solutions shares in Q1 2025, an estimated $4.46K.
  • Motorola Solutions made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #203 holding.
  • Marcum Wealth first reported a position in Motorola Solutions in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Motorola Solutions position peaked at $606K in Q1 2024.
  • 1,400 funds tracked by Wall St. Rank held Motorola Solutions as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.