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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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