Cherry Tree Wealth Management’s SiriusXM SIRI Stock Holding History

Cherry Tree 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 Q1	$2.12K	Hold	92	–	–	﹤0.01%	521
2025 Q4	$1.84K	Hold	92	–	–	﹤0.01%	528
2025 Q3	$2.14K	Hold	92	–	–	﹤0.01%	517
2025 Q2	$2.11K	Hold	92	–	–	﹤0.01%	530
2025 Q1	$2.08K	Hold	92	–	–	﹤0.01%	627
2024 Q4	$2.1K	Hold	92	–	–	﹤0.01%	539
2024 Q3	$2.18K	Hold	92	–	–	﹤0.01%	530
2024 Q2	$2.6K	Hold	92	–	–	﹤0.01%	501
2024 Q1	$3.57K	Hold	92	–	–	﹤0.01%	462
2023 Q4	$5.03K	Hold	92	–	–	﹤0.01%	429
2023 Q3	$4.16K	Hold	92	–	–	﹤0.01%	423
2023 Q2	$4.17K	Buy	+92	New	+$3.48K	﹤0.01%	428

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cherry Tree Wealth Management's SIRI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its SiriusXM (SIRI) position steady in Q1 2026 at 92 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Cherry Tree Wealth Management first reported a position in SIRI in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.03K in Q4 2023. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Cherry Tree Wealth Management held 92 shares of SiriusXM worth $2.12K as of Q1 2026.
Cherry Tree Wealth Management left its SiriusXM share count unchanged in Q1 2026.
SiriusXM made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #521 holding.
Cherry Tree Wealth Management first reported a position in SiriusXM in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's SiriusXM position peaked at $5.03K in Q4 2023.
561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.