Kovitz Investment Group Partners, LLC released its second-quarter 2025 investor letter, reporting a 7.9% return compared to the S&P 500’s 10.9%. Markets saw volatility after the tariff announcement, with the S&P 500 dropping 11% initially but rallying 25% after a 90-day postponement. Check out the fund’s top 5 holdings for 2025.

In the second quarter, Kovitz Core Equity Strategy highlighted Motorola Solutions, Inc. (NYSE: MSI), a public safety and security solutions provider. MSI had a one-month return of 3.87% and gained 7.35% over the last 52 weeks, closing on August 5 at $434.05 per share with a market cap of $72.45 billion.

Kovitz Core Equity Strategy’s investor letter praised Motorola Solutions, Inc. for its leadership in Land Mobile Radio systems and expansion into video security and software. The company benefited from government funding, trade policies, and overcoming COVID-era supply chain challenges. The strategy rebalanced weight from MSI to other stocks for better risk-return profiles.

Motorola Solutions, Inc. has introduced Pelco AI security devices for tough environments. Despite not being among the 30 most popular stocks among hedge funds, 51 hedge fund portfolios held MSI at the end of the first quarter. While MSI shows promise, certain AI stocks may offer greater upside potential and lower downside risk. Check out a free report on the best short-term AI stock.

Read more at Yahoo Finance: Kovitz Core Equity Strategy Sold Motorola Solutions (MSI) to Rebalance Weight