Cerity Partners

Cerity Partners’s SiriusXM SIRI Stock Holding History

Cerity Partners’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	$2.65M	Buy	114,829 +61,755	+116%	+$1.33M	﹤0.01%	1323
2025 Q4	$1.06M	Sell	53,074 -78,060	-60%	-$1.68M	﹤0.01%	1690
2025 Q3	$3.05M	Sell	131,134 -45,092	-26%	-$1.04M	﹤0.01%	1099
2025 Q2	$4.05M	Buy	176,226 +101,704	+136%	+$2.19M	0.01%	906
2025 Q1	$1.68M	Buy	74,522 +30,791	+70%	+$725K	﹤0.01%	1200
2024 Q4	$1M	Buy	43,731 +20,273	+86%	+$517K	﹤0.01%	1411
2024 Q3	$555K	Buy	23,458 +21,346	+1,011%	+$663K	﹤0.01%	1721
2024 Q2	$59.8K	Sell	2,112 -3,157	-60%	-$94.3K	﹤0.01%	2160
2024 Q1	$204K	Buy	5,269 +1,533	+41%	+$72.9K	﹤0.01%	2103
2023 Q4	$205K	Buy	3,736 +1,409	+61%	+$67.7K	﹤0.01%	1719
2023 Q3	$105K	Sell	2,327 -1,544	-40%	-$71.8K	﹤0.01%	1329
2023 Q2	$175K	Buy	3,871 +1,709	+79%	+$64.5K	﹤0.01%	1507
2023 Q1	$3.1M	Sell	2,162 -1,521	-41%	-$72.8K	0.01%	595
2022 Q4	$215K	Buy	3,683 +682	+23%	+$41.9K	﹤0.01%	1312
2022 Q3	$172K	Buy	3,001 +257	+9%	+$16.2K	﹤0.01%	1074
2022 Q2	$165K	Buy	+2,744	New	+$170K	﹤0.01%	1102

Other funds holding SIRI

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Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $761B 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 $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return