Capstone Investment Advisors
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Capstone Investment Advisors’s SiriusXM SIRI Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-4,430
Closed -$101K – 1809
2024
Q4 		$101K Hold
4,430
– – ﹤0.01% 1704
2024
Q3 		$105K Hold
4,430
– – ﹤0.01% 1705
2024
Q2 		$125K Buy
+4,430
New +$132K ﹤0.01% 1857
2021
Q1 		– Sell
-7,660
Closed -$488K – 1912
2020
Q4 		$488K Buy
7,660
+5,880
+330% +$361K ﹤0.01% 1258
2020
Q3 		$95K Buy
+1,780
New +$102K ﹤0.01% 1338

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capstone Investment Advisors's SIRI Position: Q1 2026 in Review

Capstone Investment Advisors sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 84,210 shares — an estimated $1.68M sold.

Capstone Investment Advisors first reported a position in SIRI in Q1 2014 and held it in 23 quarters. The position peaked at $7.15M in Q3 2016. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Capstone Investment Advisors reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 84,210 SiriusXM shares in Q1 2026, an estimated $1.68M.
  • Capstone Investment Advisors first reported a position in SiriusXM in Q1 2014 and held it in 23 quarters.
  • Capstone Investment Advisors's SiriusXM position peaked at $7.15M in Q3 2016.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.