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SHP Wealth Management’s SiriusXM SIRI Stock Holding History

SHP 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
Q1 		$3.25K Buy
141
+95
+207% +$2.04K ﹤0.01% 1167
2025
Q4 		$920 Buy
+46
New +$989 ﹤0.01% 1277

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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 $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's SIRI Position: Q1 2026 in Review

SHP Wealth Management increased its SiriusXM (SIRI) stake by 207% in Q1 2026, buying an estimated $2.04K and bringing the position to 141 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

SHP Wealth Management first reported a position in SIRI in Q4 2025 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • SHP Wealth Management held 141 shares of SiriusXM worth $3.25K as of Q1 2026.
  • SHP Wealth Management bought 95 SiriusXM shares in Q1 2026, an estimated $2.04K.
  • SiriusXM made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1167 holding.
  • SHP Wealth Management first reported a position in SiriusXM in Q4 2025 and has held it in 2 quarters since.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.