MSI β€” MOTOROLA SOLUTIONS INC COM COM

Ownership history in Curi Capital, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Curi Capital, LLC reported a position in MOTOROLA SOLUTIONS INC COM COM (MSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Curi Capital, LLC Γ— MSI AI Analytics

πŸ“ˆ Curi Capital, LLC outperformed the S&P 500 by +565.0% annually on this MSI position. Average cost basis: $439.67. Maximum drawdown during holding period: –4.9%.

πŸ“ˆ Position Alpha vs SPY
+565.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 565.0% per year on this position.
4 quarters analyzed

πŸ’° Entry Quality
$439.67
+3.4% vs current ($454.57)

Best entry: $32.85 (2011 Q3)  Β·  Worst: $454.57 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–4.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MSI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 481 +464 +2729.4% 0.00% $220K $454.57
2012 Q2 UNCHANGED 17 β€” 0% 0.00% $1K $38.23
2012 Q1 UNCHANGED 17 β€” 0% 0.00% $1K $40.21
2011 Q4 UNCHANGED 17 β€” 0% 0.00% $1K $36.46
2011 Q3 INITIATED 17 β€” β€” 0.00% $1K $32.85

🏒 Other funds also holding MSI

As of 2025 Q4 β€” sorted by position size

Berry Wealth Group, LP 5.94% WEDGEWOOD PARTNERS INC 3Y 7Y 5.13% Katamaran Capital LLP 4.42% CENTRAL SECURITIES CORP 3Y 7Y 4.31% Oribel Capital Management, LP 3Y 7Y 3.51% Oribel Capital Management, LP 3Y 7Y 3.51% Analog Century Management LP 3Y 3.5% Tulsa Wealth Advisors, INC 3.49% Alphinity Investment Management Pty Ltd 3Y 7Y 3.26% Lazard Freres Gestion S.A.S. 3Y 3.04%
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