Advisors Asset Management’s SiriusXM SIRI Stock Holding History

Advisors Asset Management’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5M	Sell	452,870 -85	-0%	-$1.83K	0.17%	141
2025 Q4	$9.06M	Buy	452,955 +92,091	+26%	+$1.98M	0.15%	159
2025 Q3	$8.4M	Buy	360,864 +16,260	+5%	+$376K	0.14%	172
2025 Q2	$7.92M	Buy	344,604 +99,392	+41%	+$2.14M	0.14%	170
2025 Q1	$5.53M	Buy	245,212 +96,812	+65%	+$2.28M	0.1%	248
2024 Q4	$3.38M	Buy	148,400 +64,001	+76%	+$1.63M	0.06%	421
2024 Q3	$2M	Buy	84,399 +11,996	+17%	+$373K	0.04%	556
2024 Q2	$2.05M	Buy	72,403 +42,345	+141%	+$1.26M	0.04%	537
2024 Q1	$1.17M	Sell	30,058 -234	-0.8%	-$11.1K	0.02%	702
2023 Q4	$1.66M	Sell	30,292 -1,296	-4%	-$62.3K	0.03%	580
2023 Q3	$1.43M	Sell	31,588 -60	-0.2%	-$2.79K	0.03%	600
2023 Q2	$1.43M	Sell	31,648 -121	-0.4%	-$4.57K	0.03%	622
2023 Q1	$1.26M	Buy	31,769 +10,676	+51%	+$511K	0.03%	680
2022 Q4	$1.23M	Buy	21,093 +11,902	+129%	+$732K	0.03%	668
2022 Q3	$525K	Buy	+9,191	New	+$578K	0.01%	913

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return