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Opal Wealth Advisors’s SiriusXM SIRI Stock Holding History

Opal Wealth 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
2025
Q3 		– Sell
-1,111
Closed -$25.5K – 483
2025
Q2 		$25.5K Hold
1,111
– – 0.01% 508
2025
Q1 		$25K Buy
+1,111
New +$26.2K 0.01% 484
2024
Q3 		– Sell
-78
Closed -$2.2K – 998
2024
Q2 		$2.2K Buy
+78
New +$2.33K ﹤0.01% 945

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 $5.72T 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Opal Wealth Advisors's SIRI Position: Q3 2025 in Review

Opal Wealth Advisors sold out of SiriusXM (SIRI) in Q3 2025, closing a stake of 1,111 shares — an estimated $25.5K sold.

Opal Wealth Advisors first reported a position in SIRI in Q2 2024 and held it in 3 quarters. The position peaked at $25.5K in Q2 2025. 543 funds tracked by Wall St. Rank hold SIRI as of Q3 2025.

  • Opal Wealth Advisors reported no remaining SiriusXM position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,111 SiriusXM shares in Q3 2025, an estimated $25.5K.
  • Opal Wealth Advisors first reported a position in SiriusXM in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's SiriusXM position peaked at $25.5K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held SiriusXM as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.