Kovitz Core Equity Strategy Sold Motorola Solutions (MSI) to Rebalance Weight

Kovitz Investment Group Partners, LLC, an investment management company, released its “Kovitz Core Equity Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the strategy returned 7.9% compared to the S&P 500’s 10.9% return. Equity markets saw notable volatility after the President’s “Liberation Day” tariff announcement on April 2nd. The S&P 500 dropped 11% initially but later rallied 25% in the quarter after the tariffs were postponed by 90 days on April 9th. Additionally, you can review the fund’s top 5 holdings to see its best picks for 2025.

In its second-quarter 2025 investor letter, Kovitz Core Equity Strategy highlighted stocks such as Motorola Solutions, Inc. (NYSE:MSI). Motorola Solutions, Inc. (NYSE:MSI) is a public safety and enterprise security solutions provider. The one-month return of Motorola Solutions, Inc. (NYSE:MSI) was 3.87%, and its shares gained 7.35% of their value over the last 52 weeks.  On August 5, 2025, Motorola Solutions, Inc. (NYSE:MSI) stock closed at $434.05 per share, with a market capitalization of $72.45 billion.

Kovitz Core Equity Strategy stated the following regarding Motorola Solutions, Inc. (NYSE:MSI) in its second quarter 2025 investor letter:

“Motorola Solutions, Inc. (NYSE:MSI) continues to show excellent execution as they leverage their position as the leader in Land Mobile Radio systems and extend their capabilities in video security and command center software. Government funding and trade policies have been tailwinds, as has a recovery from COVID-era supply chain constraints. As the market has come to a greater appreciation for Motorola’s advantageous situation, we chose to rebalance weight from the MSI position to other portfolio names with stronger risk-return characteristics.”

In another article, we covered Motorola Solutions, Inc. (NYSE:MSI) and shared the list of best 52-week low stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.