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Elevation Wealth Partners’s SiriusXM SIRI Stock Holding History

Elevation Wealth Partners’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 		$9.1K Buy
308
+67
+28% +$1.8K ﹤0.01% 833
2026
Q1 		$5.56K Buy
+241
New +$5.18K ﹤0.01% 676

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

Elevation Wealth Partners's SIRI Position: Q2 2026 in Review

Elevation Wealth Partners increased its SiriusXM (SIRI) stake by 28% in Q2 2026, buying an estimated $1.8K and bringing the position to 308 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Elevation Wealth Partners first reported a position in SIRI in Q1 2026 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Elevation Wealth Partners held 308 shares of SiriusXM worth $9.1K as of Q2 2026.
  • Elevation Wealth Partners bought 67 SiriusXM shares in Q2 2026, an estimated $1.8K.
  • SiriusXM made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #833 holding.
  • Elevation Wealth Partners first reported a position in SiriusXM in Q1 2026 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.