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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
Q2 		$4.99K Buy
169
+28
+20% +$752 ﹤0.01% 1162
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
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

SHP Wealth Management's SIRI Position: Q2 2026 in Review

SHP Wealth Management increased its SiriusXM (SIRI) stake by 20% in Q2 2026, buying an estimated $752 and bringing the position to 169 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

SHP Wealth Management first reported a position in SIRI in Q4 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • SHP Wealth Management held 169 shares of SiriusXM worth $4.99K as of Q2 2026.
  • SHP Wealth Management bought 28 SiriusXM shares in Q2 2026, an estimated $752.
  • SiriusXM made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1162 holding.
  • SHP Wealth Management first reported a position in SiriusXM in Q4 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

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