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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arkadios Wealth Advisors's SIRI Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 24,755 shares — an estimated $495K sold.

Arkadios Wealth Advisors first reported a position in SIRI in Q4 2019 and held it in 11 quarters. The position peaked at $495K in Q4 2025. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Arkadios Wealth Advisors reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 24,755 SiriusXM shares in Q1 2026, an estimated $495K.
Arkadios Wealth Advisors first reported a position in SiriusXM in Q4 2019 and held it in 11 quarters.
Arkadios Wealth Advisors's SiriusXM position peaked at $495K in Q4 2025.
561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.