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ORG Wealth Partners’s SiriusXM SIRI Stock Holding History

ORG Wealth Partners’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
Q1 		– Sell
-450
Closed -$10.3K – 804
2024
Q4 		$10.3K Hold
450
– – ﹤0.01% 376
2024
Q3 		$10.6K Buy
+450
New +$14K ﹤0.01% 370

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

ORG Wealth Partners's SIRI Position: Q1 2025 in Review

ORG Wealth Partners sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 450 shares — an estimated $10.3K sold.

ORG Wealth Partners first reported a position in SIRI in Q3 2024 and held it in 2 quarters. The position peaked at $10.6K in Q3 2024. 553 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

  • ORG Wealth Partners reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 450 SiriusXM shares in Q1 2025, an estimated $10.3K.
  • ORG Wealth Partners first reported a position in SiriusXM in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's SiriusXM position peaked at $10.6K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.