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IEQ Capital’s SiriusXM SIRI Stock Holding History

IEQ Capital’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 		$4.62M Sell
156,252
-11,037
-7% -$297K 0.02% 523
2026
Q1 		$3.86M Buy
167,289
+122,432
+273% +$2.63M 0.02% 561
2025
Q4 		$897K Sell
44,857
-198,422
-82% -$4.27M ﹤0.01% 1089
2025
Q3 		$5.66M Sell
243,279
-88,462
-27% -$2.05M 0.02% 461
2025
Q2 		$7.62M Buy
331,741
+232,374
+234% +$5M 0.05% 306
2025
Q1 		$2.24M Buy
99,367
+31,788
+47% +$749K 0.02% 557
2024
Q4 		$1.54M Buy
+67,579
New +$1.72M 0.01% 569
2024
Q2 		– Sell
-3,259
Closed -$126K – 1036
2024
Q1 		$126K Sell
3,259
-602
-16% -$28.6K ﹤0.01% 915
2023
Q4 		$211K Buy
3,861
+503
+15% +$24.2K ﹤0.01% 829
2023
Q3 		$152K Buy
3,358
+330
+11% +$15.3K ﹤0.01% 860
2023
Q2 		$137K Buy
3,028
+1,526
+102% +$57.6K ﹤0.01% 828
2023
Q1 		$59.6K Sell
1,502
-1,489
-50% -$71.3K ﹤0.01% 870
2022
Q4 		$175K Sell
2,991
-1,431
-32% -$88K ﹤0.01% 749
2022
Q3 		$252K Buy
4,422
+706
+19% +$44.4K 0.01% 713
2022
Q2 		$228K Sell
3,716
-337
-8% -$20.9K 0.01% 684
2022
Q1 		$268K Buy
4,053
+255
+7% +$16K 0.01% 667
2021
Q4 		$241K Buy
3,798
+2,565
+208% +$160K 0.01% 647
2021
Q3 		$75K Buy
+1,233
New +$77.5K ﹤0.01% 685

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 $3.38T 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 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

IEQ Capital's SIRI Position: Q2 2026 in Review

IEQ Capital reduced its SiriusXM (SIRI) stake by 6.6% in Q2 2026, selling an estimated $297K and leaving 156,252 shares worth $4.62M. The position accounts for 0.02% of the portfolio, ranked #523.

IEQ Capital first reported a position in SIRI in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.62M in Q2 2025. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • IEQ Capital held 156,252 shares of SiriusXM worth $4.62M as of Q2 2026.
  • IEQ Capital sold 11,037 SiriusXM shares in Q2 2026, an estimated $297K.
  • SiriusXM made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #523 holding.
  • IEQ Capital first reported a position in SiriusXM in Q3 2021 and has held it in 18 quarters since.
  • IEQ Capital's SiriusXM position peaked at $7.62M in Q2 2025.
  • 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.