DWA
SIRI icon

Dougherty Wealth Advisers’s SiriusXM SIRI Stock Holding History

Dougherty Wealth Advisers’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 		$109K Hold
3,694
– – 0.06% 65
2026
Q1 		$85.3K Hold
3,694
– – 0.05% 69
2025
Q4 		$73.9K Hold
3,694
– – 0.04% 71
2025
Q3 		$86K Hold
3,694
– – 0.06% 65
2025
Q2 		$84.9K Hold
3,694
– – 0.06% 66
2025
Q1 		$83.3K Hold
3,694
– – 0.06% 63
2024
Q4 		$84.2K Hold
3,694
– – 0.07% 65
2024
Q3 		$87.4K Buy
+3,694
New +$115K 0.07% 63

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

Dougherty Wealth Advisers's SIRI Position: Q2 2026 in Review

Dougherty Wealth Advisers held its SiriusXM (SIRI) position steady in Q2 2026 at 3,694 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #65.

Dougherty Wealth Advisers first reported a position in SIRI in Q3 2024 and has held it in 8 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Dougherty Wealth Advisers held 3,694 shares of SiriusXM worth $109K as of Q2 2026.
  • Dougherty Wealth Advisers left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up 0.06% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #65 holding.
  • Dougherty Wealth Advisers first reported a position in SiriusXM in Q3 2024 and has held it in 8 quarters since.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.