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Optimize Financial’s Motorola Solutions MSI Stock Holding History

Optimize Financial’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 		$2.52M Sell
6,061
-21
-0.3% -$8.79K 0.9% 29
2026
Q1 		$2.64M Buy
6,082
+3,154
+108% +$1.37M 1.3% 24
2025
Q4 		$1.12M Buy
2,928
+40
+1% +$16.1K 0.57% 47
2025
Q3 		$1.32M Sell
2,888
-1,402
-33% -$632K 0.69% 46
2025
Q2 		$1.8M Sell
4,290
-30
-0.7% -$12.6K 1.1% 30
2025
Q1 		$1.89M Buy
4,320
+328
+8% +$146K 0.71% 8
2024
Q4 		$1.85M Buy
+3,992
New +$1.89M 1.38% 16

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 $3.38T AUM 44.17% 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

Optimize Financial's MSI Position: Q2 2026 in Review

Optimize Financial reduced its Motorola Solutions (MSI) stake by 0.35% in Q2 2026, selling an estimated $8.79K and leaving 6,061 shares worth $2.52M. The position accounts for 0.9% of the portfolio, ranked #29.

Optimize Financial first reported a position in MSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • Optimize Financial held 6,061 shares of Motorola Solutions worth $2.52M as of Q2 2026.
  • Optimize Financial sold 21 Motorola Solutions shares in Q2 2026, an estimated $8.79K.
  • Motorola Solutions made up 0.9% of Optimize Financial's portfolio in Q2 2026, its #29 holding.
  • Optimize Financial first reported a position in Motorola Solutions in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Motorola Solutions position peaked at $2.64M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.