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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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return