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 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

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 $3.37T 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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

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

Helium Advisors's SIRI Position: Q2 2026 in Review

Helium Advisors reduced its SiriusXM (SIRI) stake by 46% in Q2 2026, selling an estimated $833K and leaving 35,721 shares worth $1.06M. The position accounts for 0.88% of the portfolio, ranked #32.

Helium Advisors first reported a position in SIRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2024. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Helium Advisors held 35,721 shares of SiriusXM worth $1.06M as of Q2 2026.
Helium Advisors sold 31,000 SiriusXM shares in Q2 2026, an estimated $833K.
SiriusXM made up 0.88% of Helium Advisors's portfolio in Q2 2026, its #32 holding.
Helium Advisors first reported a position in SiriusXM in Q4 2024 and has held it in 7 quarters since.
Helium Advisors's SiriusXM position peaked at $1.75M in Q4 2024.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.