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Clearstead Trust’s SiriusXM SIRI Stock Holding History

Clearstead Trust’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 		$9.54K Hold
323
– – ﹤0.01% 633
2026
Q1 		$7.46K Sell
323
-135
-29% -$2.9K ﹤0.01% 665
2025
Q4 		$9.16K Sell
458
-59
-11% -$1.27K ﹤0.01% 613
2025
Q3 		$12K Sell
517
-568
-52% -$13.1K ﹤0.01% 551
2025
Q2 		$24.9K Buy
1,085
+50
+5% +$1.08K ﹤0.01% 394
2025
Q1 		$23.3K Buy
1,035
+564
+120% +$13.3K 0.01% 338
2024
Q4 		$10.7K Buy
+471
New +$12K ﹤0.01% 352

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 Trust's SIRI Position: Q2 2026 in Review

Clearstead Trust held its SiriusXM (SIRI) position steady in Q2 2026 at 323 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Clearstead Trust first reported a position in SIRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.9K in Q2 2025. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Clearstead Trust held 323 shares of SiriusXM worth $9.54K as of Q2 2026.
  • Clearstead Trust left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #633 holding.
  • Clearstead Trust first reported a position in SiriusXM in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Trust's SiriusXM position peaked at $24.9K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

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