MSI β€” MOTOROLA SOLUTIONS INC

Ownership history in Endowment Wealth Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Endowment Wealth Management, Inc. reported MOTOROLA SOLUTIONS INC (MSI) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows MSI at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Endowment Wealth Management, Inc.'s position in MOTOROLA SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MSI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Endowment Wealth Management, Inc. held MSI β€” position size vs. price
% of Fund (quarterly)    MSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 590 -14 -2.3% 0.12% $270K 2025-11-06 $386.79
2025 Q2 ADDED 604 +22 +3.8% 0.13% $254K 2025-07-25 $424.49
2025 Q1 ADDED 582 +35 +6.4% 0.16% $255K 2025-05-09 $402.11
2024 Q4 INITIATED 547 β€” β€” 0.17% $253K 2025-02-07 $472.88

FAQ About Endowment Wealth Management, Inc. and MSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Endowment Wealth Management, Inc. reported owning MSI?

Endowment Wealth Management, Inc. reported MSI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported MSI position in Endowment Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for MSI was 0.17% in 2024 Q4.

What is the latest reported MSI position on this page?

The most recent filing on this page is 2025 Q3, when Endowment Wealth Management, Inc. reported 590 shares, equal to 0.12% of portfolio, with an estimated market value of $270K.

What does the chart on this MSI ownership page compare?

The chart compares Endowment Wealth Management, Inc.'s quarterly MSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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