Cassaday & Co Wealth Management’s SiriusXM SIRI Stock Holding History

Cassaday & Co Wealth 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 Q2	$1.24M	Hold	42,046	–	–	0.02%	137
2026 Q1	$970K	Hold	42,046	–	–	0.02%	140
2025 Q4	$841K	Hold	42,046	–	–	0.02%	153
2025 Q3	$979K	Buy	42,046 +20,000	+91%	+$463K	0.02%	139
2025 Q2	$506K	Buy	22,046 +3,302	+18%	+$71.1K	0.01%	207
2025 Q1	$423K	Buy	18,744 +8,198	+78%	+$193K	0.01%	215
2024 Q4	$240K	Buy	+10,546	New	+$269K	0.01%	287
2024 Q3	–	Sell	-2,046	Closed	-$57.9K	–	316
2024 Q2	$57.9K	Hold	2,046	–	–	﹤0.01%	288
2024 Q1	$79.4K	Hold	2,046	–	–	﹤0.01%	292
2023 Q4	$112K	Hold	2,046	–	–	﹤0.01%	264
2023 Q3	$92.5K	Hold	2,046	–	–	﹤0.01%	257
2023 Q2	$92.7K	Buy	+2,046	New	+$77.3K	﹤0.01%	253
2023 Q1	–	Sell	-2,046	Closed	-$119K	–	263
2022 Q4	$119K	Buy	+2,046	New	+$126K	0.01%	249

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

KCMH

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Cassaday & Co Wealth Management's SIRI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its SiriusXM (SIRI) position steady in Q2 2026 at 42,046 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #137.

Cassaday & Co Wealth Management first reported a position in SIRI in Q4 2022 and has held it in 13 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Cassaday & Co Wealth Management held 42,046 shares of SiriusXM worth $1.24M as of Q2 2026.
Cassaday & Co Wealth Management left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #137 holding.
Cassaday & Co Wealth Management first reported a position in SiriusXM in Q4 2022 and has held it in 13 quarters since.
598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.