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Centricity Wealth Management’s SiriusXM SIRI Stock Holding History

Centricity 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
2025
Q2 		$7.79K Sell
339
-54
-14% -$1.16K 0.01% 343
2025
Q1 		$8.86K Hold
393
– – 0.01% 328
2024
Q4 		$8.96K Buy
+393
New +$10K 0.01% 340

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $1.52B AUM 10.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Centricity Wealth Management's SIRI Position: Q2 2025 in Review

Centricity Wealth Management reduced its SiriusXM (SIRI) stake by 14% in Q2 2025, selling an estimated $1.16K and leaving 339 shares worth $7.79K. The position accounts for 0.01% of the portfolio, ranked #343.

Centricity Wealth Management first reported a position in SIRI in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.96K in Q4 2024. 550 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

  • Centricity Wealth Management held 339 shares of SiriusXM worth $7.79K as of Q2 2025.
  • Centricity Wealth Management sold 54 SiriusXM shares in Q2 2025, an estimated $1.16K.
  • SiriusXM made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #343 holding.
  • Centricity Wealth Management first reported a position in SiriusXM in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's SiriusXM position peaked at $8.96K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.