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Modern Wealth Management’s SiriusXM SIRI Stock Holding History

Modern 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
2026
Q2 		$430K Buy
+14,554
New +$391K 0.01% 756
2024
Q3 		– Sell
-1,438
Closed -$40.7K – 467
2024
Q2 		$40.7K Buy
1,438
+42
+3% +$1.25K ﹤0.01% 401
2024
Q1 		$54.2K Buy
1,396
+34
+2% +$1.62K 0.01% 294
2023
Q4 		$74.5K Buy
+1,362
New +$65.4K 0.01% 185

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

Modern Wealth Management's SIRI Position: Q2 2026 in Review

Modern Wealth Management opened a new position in SiriusXM (SIRI) in Q2 2026: 14,554 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in SIRI as recently as Q2 2024.

Modern Wealth Management first reported a position in SIRI in Q4 2023 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Modern Wealth Management held 14,554 shares of SiriusXM worth $430K as of Q2 2026.
  • SiriusXM was a new Modern Wealth Management position in Q2 2026.
  • SiriusXM made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #756 holding.
  • Modern Wealth Management first reported a position in SiriusXM in Q4 2023 and has held it in 4 quarters since.
  • 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.