Helium Advisors’s SiriusXM SIRI Stock Holding History

Helium Advisors’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 Q3	$798K	Sell	30,821 -4,900	-14%	-$143K	0.69%	33
2026 Q2	$1.06M	Sell	35,721 -31,000	-46%	-$833K	0.88%	32
2026 Q1	$1.54M	Hold	66,721	–	–	1.47%	18
2025 Q4	$1.33M	Sell	66,721 -4,200	-6%	-$90.3K	1.35%	20
2025 Q3	$1.65M	Hold	70,921	–	–	1.38%	17
2025 Q2	$1.63M	Hold	70,921	–	–	1.03%	20
2025 Q1	$1.6M	Sell	70,921 -5,631	-7%	-$133K	1.16%	18
2024 Q4	$1.75M	Buy	+76,552	New	+$1.95M	1.38%	18

Other funds holding SIRI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Helium Advisors's SIRI Position: Q3 2026 in Review

Helium Advisors reduced its SiriusXM (SIRI) stake by 14% in Q3 2026, selling an estimated $143K and leaving 30,821 shares worth $798K. The position accounts for 0.69% of the portfolio, ranked #33.

Helium Advisors first reported a position in SIRI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2024. 478 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

Helium Advisors held 30,821 shares of SiriusXM worth $798K as of Q3 2026.
Helium Advisors sold 4,900 SiriusXM shares in Q3 2026, an estimated $143K.
SiriusXM made up 0.69% of Helium Advisors's portfolio in Q3 2026, its #33 holding.
Helium Advisors first reported a position in SiriusXM in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's SiriusXM position peaked at $1.75M in Q4 2024.
478 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.