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Peak Financial Advisors’s Motorola Solutions MSI Stock Holding History

Peak Financial 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
2025
Q3 		– Sell
-6,029
Closed -$2.53M – 99
2025
Q2 		$2.53M Buy
+6,029
New +$2.52M 1.3% 22

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

Peak Financial Advisors's MSI Position: Q3 2025 in Review

Peak Financial Advisors sold out of Motorola Solutions (MSI) in Q3 2025, closing a stake of 6,029 shares — an estimated $2.53M sold.

Peak Financial Advisors first reported a position in MSI in Q2 2025 and held it in 1 quarter. The position peaked at $2.53M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MSI as of Q3 2025.

  • Peak Financial Advisors reported no remaining Motorola Solutions position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 6,029 Motorola Solutions shares in Q3 2025, an estimated $2.53M.
  • Peak Financial Advisors first reported a position in Motorola Solutions in Q2 2025 and held it in 1 quarter.
  • Peak Financial Advisors's Motorola Solutions position peaked at $2.53M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.