HWM
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Horizons Wealth Management’s SiriusXM SIRI Stock Holding History

Horizons Wealth Management’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
2025
Q4 		– Sell
-9
Closed -$209 – 176
2025
Q3 		$209 Hold
9
– – ﹤0.01% 170
2025
Q2 		$207 Hold
9
– – ﹤0.01% 179
2025
Q1 		$203 Hold
9
– – ﹤0.01% 180
2024
Q4 		$205 Hold
9
– – ﹤0.01% 170
2024
Q3 		$213 Sell
9
-1
-10% -$31 ﹤0.01% 173
2024
Q2 		$323 Hold
10
– – ﹤0.01% 173
2024
Q1 		$520 Hold
10
– – ﹤0.01% 180
2023
Q4 		$520 Hold
10
– – ﹤0.01% 180
2023
Q3 		$429 Hold
10
– – ﹤0.01% 184
2023
Q2 		$430 Hold
10
– – ﹤0.01% 210
2023
Q1 		$377 Hold
10
– – ﹤0.01% 167
2022
Q4 		$1K Hold
10
– – ﹤0.01% 166
2022
Q3 		$1K Hold
10
– – ﹤0.01% 164
2022
Q2 		$1K Buy
+10
New +$621 ﹤0.01% 164

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $1.62B AUM 9.15% 1-Year Est. Return