Kovitz Investment Group Partners’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-15,393
Closed -$358K 1180
2025
Q3
$358K Buy
15,393
+1,649
+12% +$38.1K ﹤0.01% 1137
2025
Q2
$316K Buy
13,744
+1,077
+9% +$23.2K ﹤0.01% 1126
2025
Q1
$286K Buy
12,667
+1,578
+14% +$37.2K ﹤0.01% 1072
2024
Q4
$253K Buy
+11,089
New +$283K ﹤0.01% 1095

Other funds holding SIRI

Kovitz Investment Group Partners's SIRI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of SiriusXM (SIRI) in Q4 2025, closing a stake of 15,393 shares — an estimated $358K sold.

Kovitz Investment Group Partners first reported a position in SIRI in Q4 2024 and held it in 4 quarters. The position peaked at $358K in Q3 2025. 515 funds tracked by Wall St. Rank hold SIRI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining SiriusXM position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,393 SiriusXM shares in Q4 2025, an estimated $358K.
  • Kovitz Investment Group Partners first reported a position in SiriusXM in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's SiriusXM position peaked at $358K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held SiriusXM as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.