Curio Wealth’s SiriusXM SIRI Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$69	–	957
2026 Q1	$69	Buy	+3	New	+$64	﹤0.01%	1064

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Curio Wealth's SIRI Position: Q2 2026 in Review

Curio Wealth sold out of SiriusXM (SIRI) in Q2 2026, closing a stake of 3 shares — an estimated $69 sold.

Curio Wealth first reported a position in SIRI in Q1 2026 and held it in 1 quarter. The position peaked at $69 in Q1 2026. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Curio Wealth reported no remaining SiriusXM position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 SiriusXM shares in Q2 2026, an estimated $69.
Curio Wealth first reported a position in SiriusXM in Q1 2026 and held it in 1 quarter.
Curio Wealth's SiriusXM position peaked at $69 in Q1 2026.
602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.