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Clearstead Advisors’s SiriusXM SIRI Stock Holding History

Clearstead Advisors’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 		$1.16M Sell
39,238
-2,486
-6% -$66.8K 0.01% 511
2026
Q1 		$963K Buy
41,724
+1,509
+4% +$32.4K 0.01% 530
2025
Q4 		$804K Sell
40,215
-1,539
-4% -$33.1K 0.01% 529
2025
Q3 		$972K Buy
41,754
+677
+2% +$15.7K 0.01% 476
2025
Q2 		$944K Buy
41,077
+1,593
+4% +$34.3K 0.01% 461
2025
Q1 		$890K Buy
39,484
+1,124
+3% +$26.5K 0.01% 443
2024
Q4 		$875K Sell
38,360
-12,144
-24% -$310K 0.01% 439
2024
Q3 		$1.19M Buy
50,504
+41,177
+441% +$1.28M 0.02% 388
2024
Q2 		$264K Buy
9,327
+9,047
+3,231% +$270K ﹤0.01% 726
2024
Q1 		$8.78K Buy
280
+239
+583% +$11.4K ﹤0.01% 1081
2023
Q4 		$2.22K Buy
+41
New +$1.97K ﹤0.01% 1271
2023
Q1 		– Sell
-107
Closed -$6.27K – 1425
2022
Q4 		$6.27K Sell
107
-29
-21% -$1.78K ﹤0.01% 961
2022
Q3 		$8K Buy
+136
New +$8.55K ﹤0.01% 919
2021
Q4 		– Sell
-36
Closed -$2K – 1417
2021
Q3 		$2K Buy
+36
New +$2.26K ﹤0.01% 1151
2020
Q3 		– Sell
-13
Closed -$1K – 925
2020
Q2 		$1K Sell
13
-101
-89% -$5.66K ﹤0.01% 770
2020
Q1 		$6K Buy
+114
New +$7.46K ﹤0.01% 628
2017
Q1 		– Sell
-1,035
Closed -$46K – 227
2016
Q4 		$46K Buy
+1,035
New +$45K 0.01% 205

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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 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

Clearstead Advisors's SIRI Position: Q2 2026 in Review

Clearstead Advisors reduced its SiriusXM (SIRI) stake by 6% in Q2 2026, selling an estimated $66.8K and leaving 39,238 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #511.

Clearstead Advisors first reported a position in SIRI in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.19M in Q3 2024. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Clearstead Advisors held 39,238 shares of SiriusXM worth $1.16M as of Q2 2026.
  • Clearstead Advisors sold 2,486 SiriusXM shares in Q2 2026, an estimated $66.8K.
  • SiriusXM made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #511 holding.
  • Clearstead Advisors first reported a position in SiriusXM in Q4 2016 and has held it in 17 quarters since.
  • Clearstead Advisors's SiriusXM position peaked at $1.19M in Q3 2024.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.