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Carolinas Wealth Consulting’s SiriusXM SIRI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-383
Closed -$8.64K – 783
2025
Q1 		$8.64K Buy
383
+3
+0.8% +$71 ﹤0.01% 543
2024
Q4 		$8.64K Sell
380
-44
-10% -$1.12K ﹤0.01% 564
2024
Q3 		$10K Buy
424
+375
+765% +$11.6K ﹤0.01% 561
2024
Q2 		$1.39K Buy
49
+28
+133% +$836 ﹤0.01% 859
2024
Q1 		$799 Hold
21
– – ﹤0.01% 928
2023
Q4 		$1.13K Hold
21
– – ﹤0.01% 821
2023
Q3 		$882 Hold
21
– – ﹤0.01% 843
2023
Q2 		$933 Buy
+21
New +$793 ﹤0.01% 920
2023
Q1 		– Sell
-12
Closed -$689 – 1117
2022
Q4 		$689 Sell
12
-101
-89% -$6.21K ﹤0.01% 954
2022
Q3 		$6K Buy
113
+1
+0.9% +$63 ﹤0.01% 648
2022
Q2 		$7K Hold
112
– – ﹤0.01% 633
2022
Q1 		$7K Buy
112
+5
+5% +$315 ﹤0.01% 664
2021
Q4 		$7K Hold
107
– – ﹤0.01% 670
2021
Q3 		$7K Hold
107
– – ﹤0.01% 638
2021
Q2 		$7K Hold
107
– – ﹤0.01% 663
2021
Q1 		$6K Buy
107
+1
+0.9% +$61 ﹤0.01% 684
2020
Q4 		$7K Hold
106
– – ﹤0.01% 622
2020
Q3 		$6K Buy
106
+5
+5% +$287 ﹤0.01% 550
2020
Q2 		$6K Buy
+101
New +$5.66K ﹤0.01% 381

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Carolinas Wealth Consulting's SIRI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 383 shares — an estimated $8.64K sold.

Carolinas Wealth Consulting first reported a position in SIRI in Q2 2020 and held it in 19 quarters. The position peaked at $10K in Q3 2024. 550 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 383 SiriusXM shares in Q2 2025, an estimated $8.64K.
  • Carolinas Wealth Consulting first reported a position in SiriusXM in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's SiriusXM position peaked at $10K in Q3 2024.
  • 550 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.