Evolve Private Wealth’s SiriusXM SIRI Stock Holding History

Evolve Private 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	-16,366	Closed	-$378K	–	1210
2026 Q1	$378K	Buy	16,366 +852	+5%	+$18.3K	0.02%	691
2025 Q4	$310K	Buy	+15,514	New	+$333K	0.02%	712

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

CCM

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

GCM

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

Evolve Private Wealth's SIRI Position: Q2 2026 in Review

Evolve Private Wealth sold out of SiriusXM (SIRI) in Q2 2026, closing a stake of 16,366 shares — an estimated $378K sold.

Evolve Private Wealth first reported a position in SIRI in Q4 2025 and held it in 2 quarters. The position peaked at $378K in Q1 2026. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Evolve Private Wealth reported no remaining SiriusXM position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 16,366 SiriusXM shares in Q2 2026, an estimated $378K.
Evolve Private Wealth first reported a position in SiriusXM in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's SiriusXM position peaked at $378K in Q1 2026.
602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.