Private Wealth Asset Management’s SiriusXM SIRI Stock Holding History

Private Wealth Asset 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	$7.24K	Sell	245 -50	-17%	-$1.34K	﹤0.01%	754
2026 Q1	$6.81K	Hold	295	–	–	﹤0.01%	751
2025 Q4	$5.9K	Sell	295 -370	-56%	-$7.95K	﹤0.01%	750
2025 Q3	$15.5K	Hold	665	–	–	﹤0.01%	564
2025 Q2	$15.3K	Sell	665 -13	-2%	-$280	﹤0.01%	578
2025 Q1	$15.3K	Buy	+678	New	+$16K	﹤0.01%	552

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

Private Wealth Asset Management's SIRI Position: Q2 2026 in Review

Private Wealth Asset Management reduced its SiriusXM (SIRI) stake by 17% in Q2 2026, selling an estimated $1.34K and leaving 245 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Private Wealth Asset Management first reported a position in SIRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.5K in Q3 2025. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Private Wealth Asset Management held 245 shares of SiriusXM worth $7.24K as of Q2 2026.
Private Wealth Asset Management sold 50 SiriusXM shares in Q2 2026, an estimated $1.34K.
SiriusXM made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #754 holding.
Private Wealth Asset Management first reported a position in SiriusXM in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's SiriusXM position peaked at $15.5K in Q3 2025.
598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.