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Valeo Financial Advisors’s Motorola Solutions MSI Stock Holding History

Valeo 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
2026
Q3 		$344K Buy
+770
New +$347K 0.01% 583
2026
Q1 		– Sell
-915
Closed -$351K – 851
2025
Q4 		$351K Sell
915
-83
-8% -$33.4K 0.01% 569
2025
Q3 		$456K Buy
998
+54
+6% +$24.3K 0.01% 485
2025
Q2 		$397K Buy
944
+21
+2% +$8.79K 0.01% 504
2025
Q1 		$404K Sell
923
-1
-0.1% -$446 0.01% 461
2024
Q4 		$427K Buy
924
+34
+4% +$16.1K 0.01% 449
2024
Q3 		$400K Buy
890
+13
+1% +$5.42K 0.01% 464
2024
Q2 		$338K Buy
877
+6
+0.7% +$2.17K 0.01% 484
2024
Q1 		$300K Buy
871
+27
+3% +$8.89K 0.01% 502
2023
Q4 		$264K Buy
844
+39
+5% +$11.8K 0.01% 528
2023
Q3 		$219K Sell
805
-120
-13% -$34.2K 0.01% 542
2023
Q2 		$271K Buy
+925
New +$265K 0.01% 456
2023
Q1 		– Sell
-808
Closed -$208K – 656
2022
Q4 		$208K Buy
+808
New +$202K 0.01% 476
2021
Q2 		– Sell
-65
Closed -$12K – 1305
2021
Q1 		$12K Sell
65
-2
-3% -$357 ﹤0.01% 1314
2020
Q4 		$11K Sell
67
-10
-13% -$1.68K ﹤0.01% 1180
2020
Q3 		$12K Sell
77
-172
-69% -$25.1K ﹤0.01% 1042
2020
Q2 		$35K Buy
249
+166
+200% +$23.5K ﹤0.01% 858
2020
Q1 		$12K Buy
83
+42
+102% +$7.04K ﹤0.01% 1035
2019
Q4 		$7K Buy
41
+2
+5% +$329 ﹤0.01% 1203
2019
Q3 		$7K Buy
39
+20
+105% +$3.43K ﹤0.01% 1121
2019
Q2 		$3K Sell
19
-19
-50% -$2.86K ﹤0.01% 1342
2019
Q1 		$5K Sell
38
-250
-87% -$32.4K ﹤0.01% 1173
2018
Q4 		$33K Hold
288
– – ﹤0.01% 594
2018
Q3 		$34K Sell
288
-75
-21% -$9.28K ﹤0.01% 632
2018
Q2 		$44K Buy
363
+81
+29% +$8.93K 0.01% 559
2018
Q1 		$30K Buy
282
+231
+453% +$23.6K ﹤0.01% 609
2017
Q4 		$5K Buy
51
+36
+240% +$3.28K ﹤0.01% 1015
2017
Q3 		$1K Buy
+15
New +$1.31K ﹤0.01% 1109

Other funds holding MSI

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's MSI Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Motorola Solutions (MSI) in Q3 2026: 770 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in MSI as recently as Q4 2025.

Valeo Financial Advisors first reported a position in MSI in Q3 2017 and has held it in 28 quarters since. The position peaked at $456K in Q3 2025. 49 funds tracked by Wall St. Rank hold MSI as of Q3 2026.

  • Valeo Financial Advisors held 770 shares of Motorola Solutions worth $344K as of Q3 2026.
  • Motorola Solutions was a new Valeo Financial Advisors position in Q3 2026.
  • Motorola Solutions made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #583 holding.
  • Valeo Financial Advisors first reported a position in Motorola Solutions in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Motorola Solutions position peaked at $456K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.