SWA
SIRI icon

SOA Wealth Advisors’s SiriusXM SIRI Stock Holding History

SOA Wealth Advisors’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 		$384 Hold
13
– – ﹤0.01% 832
2026
Q1 		$300 Hold
13
– – ﹤0.01% 800
2025
Q4 		$260 Sell
13
-203
-94% -$4.36K ﹤0.01% 802
2025
Q3 		$5.04K Buy
216
+2
+0.9% +$46 ﹤0.01% 667
2025
Q2 		$4.92K Sell
214
-4
-2% -$86 ﹤0.01% 658
2025
Q1 		$4.91K Sell
218
-5
-2% -$118 ﹤0.01% 635
2024
Q4 		$5.09K Buy
223
+12
+6% +$306 ﹤0.01% 619
2024
Q3 		$4.99K Buy
211
+1
+0.5% +$31 ﹤0.01% 605
2024
Q2 		$5.95K Sell
210
-8
-4% -$239 ﹤0.01% 590
2024
Q1 		$8.47K Buy
218
+1
+0.5% +$48 ﹤0.01% 558
2023
Q4 		$11.9K Buy
217
+1
+0.5% +$48 ﹤0.01% 502
2023
Q3 		$9.76K Buy
216
+1
+0.5% +$46 ﹤0.01% 523
2023
Q2 		$9.74K Buy
215
+1
+0.5% +$38 ﹤0.01% 534
2023
Q1 		$8.48K Buy
214
+1
+0.5% +$48 ﹤0.01% 549
2022
Q4 		$12.4K Buy
213
+1
+0.5% +$61 ﹤0.01% 491
2022
Q3 		$12K Buy
212
+1
+0.5% +$63 ﹤0.01% 486
2022
Q2 		$12K Buy
211
+1
+0.5% +$62 ﹤0.01% 472
2022
Q1 		$13K Hold
210
– – ﹤0.01% 538
2021
Q4 		$13K Buy
210
+1
+0.5% +$63 ﹤0.01% 526
2021
Q3 		$12K Hold
209
– – ﹤0.01% 555
2021
Q2 		$13K Buy
209
+1
+0.5% +$63 ﹤0.01% 533
2021
Q1 		$12K Hold
208
– – ﹤0.01% 488
2020
Q4 		$12K Buy
+208
New +$12.8K ﹤0.01% 483

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 $3.37T 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 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

SOA Wealth Advisors's SIRI Position: Q2 2026 in Review

SOA Wealth Advisors held its SiriusXM (SIRI) position steady in Q2 2026 at 13 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #832.

SOA Wealth Advisors first reported a position in SIRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $13K in Q1 2022. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • SOA Wealth Advisors held 13 shares of SiriusXM worth $384 as of Q2 2026.
  • SOA Wealth Advisors left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #832 holding.
  • SOA Wealth Advisors first reported a position in SiriusXM in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's SiriusXM position peaked at $13K in Q1 2022.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.