Principia Wealth Advisory’s SiriusXM SIRI Stock Holding History

Principia Wealth Advisory’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 Q2	–	Sell	-1	Closed	-$21	–	1002
2025 Q1	$21	Buy	+1	New	+$24	﹤0.01%	852

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Principia Wealth Advisory's SIRI Position: Q2 2025 in Review

Principia Wealth Advisory sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 1 share — an estimated $21 sold.

Principia Wealth Advisory first reported a position in SIRI in Q1 2025 and held it in 1 quarter. The position peaked at $21 in Q1 2025. 549 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

Principia Wealth Advisory reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1 SiriusXM share in Q2 2025, an estimated $21.
Principia Wealth Advisory first reported a position in SiriusXM in Q1 2025 and held it in 1 quarter.
Principia Wealth Advisory's SiriusXM position peaked at $21 in Q1 2025.
549 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.