AWA
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Arkadios Wealth Advisors’s SiriusXM SIRI Stock Holding History

Arkadios Wealth Advisors’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 		– Sell
-24,755
Closed -$495K – 1783
2025
Q4 		$495K Buy
24,755
+5,594
+29% +$120K 0.01% 1019
2025
Q3 		$446K Buy
19,161
+744
+4% +$17.2K 0.01% 983
2025
Q2 		$423K Buy
+18,417
New +$396K 0.01% 916
2021
Q4 		– Sell
-1,641
Closed -$100K – 1580
2021
Q3 		$100K Sell
1,641
-289
-15% -$18.2K 0.01% 687
2021
Q2 		$126K Buy
1,930
+403
+26% +$25.3K 0.02% 663
2021
Q1 		$93K Buy
1,527
+694
+83% +$42.3K 0.02% 548
2020
Q4 		$53K Buy
833
+791
+1,883% +$48.6K 0.01% 549
2020
Q3 		$2.47K Hold
42
– – ﹤0.01% 924
2020
Q2 		$2.39K Hold
42
– – ﹤0.01% 863
2020
Q1 		$2.08K Hold
42
– – ﹤0.01% 917
2019
Q4 		$3.04K Buy
+42
New +$2.83K ﹤0.01% 770

Other funds holding SIRI

Berkshire Hathaway
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return