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United Financial Planning Group’s Motorola Solutions MSI Stock Holding History

United Financial Planning Group’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 		$101K Hold
244
– – 0.05% 74
2026
Q1 		$106K Sell
244
-249
-51% -$108K 0.06% 62
2025
Q4 		$189K Hold
493
– – 0.11% 56
2025
Q3 		$225K Buy
+493
New +$222K 0.14% 40

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

United Financial Planning Group's MSI Position: Q2 2026 in Review

United Financial Planning Group held its Motorola Solutions (MSI) position steady in Q2 2026 at 244 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #74.

United Financial Planning Group first reported a position in MSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold MSI as of Q2 2026.

  • United Financial Planning Group held 244 shares of Motorola Solutions worth $101K as of Q2 2026.
  • United Financial Planning Group left its Motorola Solutions share count unchanged in Q2 2026.
  • Motorola Solutions made up 0.05% of United Financial Planning Group's portfolio in Q2 2026, its #74 holding.
  • United Financial Planning Group first reported a position in Motorola Solutions in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Motorola Solutions position peaked at $225K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held Motorola Solutions as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.