Covestor’s SiriusXM SIRI Stock Holding History

Covestor’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	$127K	Sell	5,471 -890	-14%	-$19.1K	0.09%	199
2025 Q4	$127K	Buy	6,361 +878	+16%	+$18.9K	0.07%	436
2025 Q3	$128K	Buy	5,483 +1,483	+37%	+$34.3K	0.07%	434
2025 Q2	$92K	Buy	4,000 +2,638	+194%	+$56.8K	0.05%	603
2025 Q1	$31K	Sell	1,362 -3,227	-70%	-$76K	0.02%	1030
2024 Q4	$105K	Buy	4,589 +3,473	+311%	+$88.6K	0.07%	500
2024 Q3	$26K	Buy	1,116 +168	+18%	+$5.22K	0.02%	1125
2024 Q2	$26K	Buy	948 +586	+162%	+$17.5K	0.02%	1107
2024 Q1	$14K	Hold	362	–	–	0.01%	1353
2023 Q4	$20K	Sell	362 -181	-33%	-$8.7K	0.01%	1205
2023 Q3	$24K	Buy	543 +5	+0.9%	+$232	0.02%	1051
2023 Q2	$24K	Sell	538 -476	-47%	-$18K	0.02%	1061
2023 Q1	$40K	Sell	1,014 -267	-21%	-$12.8K	0.03%	800
2022 Q4	$75K	Sell	1,281 -135	-10%	-$8.3K	0.06%	550
2022 Q3	$81K	Buy	1,416 +609	+75%	+$38.3K	0.07%	467
2022 Q2	$49K	Sell	807 -150	-16%	-$9.31K	0.04%	747
2022 Q1	$63K	Buy	957 +548	+134%	+$34.5K	0.04%	724
2021 Q4	$26K	Buy	+409	New	+$25.6K	0.04%	789

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