Triad Wealth Partners
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Triad Wealth Partners’s Motorola Solutions MSI Stock Holding History

Triad Wealth Partners’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
Q3 		$366K Sell
821
-60
-7% -$27K 0.02% 390
2026
Q2 		$385K Buy
881
+6
+0.7% +$2.51K 0.02% 390
2026
Q1 		$380K Buy
875
+281
+47% +$122K 0.03% 344
2025
Q4 		$228K Buy
594
+129
+28% +$51.8K 0.02% 437
2025
Q3 		$213K Buy
+465
New +$210K 0.03% 358
2024
Q3 		– Sell
-75
Closed -$29K – 585
2024
Q2 		$29K Buy
+75
New +$27.1K 0.02% 297

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Principal Financial Group
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Sumitomo Mitsui Trust Group
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
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Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Triad Wealth Partners's MSI Position: Q3 2026 in Review

Triad Wealth Partners reduced its Motorola Solutions (MSI) stake by 6.8% in Q3 2026, selling an estimated $27K and leaving 821 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #390.

Triad Wealth Partners first reported a position in MSI in Q2 2024 and has held it in 6 quarters since. The position peaked at $385K in Q2 2026. 584 funds tracked by Wall St. Rank hold MSI as of Q3 2026.

  • Triad Wealth Partners held 821 shares of Motorola Solutions worth $366K as of Q3 2026.
  • Triad Wealth Partners sold 60 Motorola Solutions shares in Q3 2026, an estimated $27K.
  • Motorola Solutions made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #390 holding.
  • Triad Wealth Partners first reported a position in Motorola Solutions in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Motorola Solutions position peaked at $385K in Q2 2026.
  • 584 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.