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Whalen Wealth Management’s Motorola Solutions MSI Stock Holding History

Whalen Wealth Management’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
-612
Closed -$257K – 245
2025
Q2 		$257K Buy
+612
New +$256K 0.16% 163
2024
Q2 		– Sell
-655
Closed -$233K – 128
2024
Q1 		$233K Buy
+655
New +$216K 0.17% 95

Other funds holding MSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Whalen Wealth Management's MSI Position: Q3 2025 in Review

Whalen Wealth Management sold out of Motorola Solutions (MSI) in Q3 2025, closing a stake of 612 shares — an estimated $257K sold.

Whalen Wealth Management first reported a position in MSI in Q1 2024 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold MSI as of Q3 2025.

  • Whalen Wealth Management reported no remaining Motorola Solutions position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 612 Motorola Solutions shares in Q3 2025, an estimated $257K.
  • Whalen Wealth Management first reported a position in Motorola Solutions in Q1 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Motorola Solutions position peaked at $257K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.