True Wealth Design
SIRI icon

True Wealth Design’s SiriusXM SIRI Stock Holding History

True Wealth Design’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
Q3 		$42.5K Hold
1,642
– – 0.01% 569
2026
Q2 		$48.5K Buy
1,642
+321
+24% +$8.63K 0.01% 499
2026
Q1 		$30.5K Buy
1,321
+706
+115% +$15.2K 0.01% 553
2025
Q4 		$12.3K Sell
615
-1,248
-67% -$26.8K ﹤0.01% 784
2025
Q3 		$43.4K Buy
1,863
+247
+15% +$5.71K 0.01% 360
2025
Q2 		$37.1K Buy
1,616
+523
+48% +$11.3K 0.01% 252
2025
Q1 		$24.6K Buy
1,093
+143
+15% +$3.37K 0.01% 307
2024
Q4 		$21.7K Buy
950
+934
+5,838% +$23.8K 0.01% 313
2024
Q3 		$379 Buy
16
+7
+78% +$217 ﹤0.01% 1137
2024
Q2 		$252 Sell
9
-4
-31% -$119 ﹤0.01% 729
2024
Q1 		$517 Buy
13
+5
+63% +$238 ﹤0.01% 620
2023
Q4 		$411 Buy
8
+6
+300% +$288 ﹤0.01% 525
2023
Q3 		$95 Sell
2
-20,443
-100% -$950K ﹤0.01% 717
2023
Q2 		$926K Buy
20,445
+3,107
+18% +$117K 0.34% 32
2023
Q1 		$688K Buy
17,338
+5,612
+48% +$269K 0.29% 98
2022
Q4 		$685K Buy
+11,726
New +$721K 0.32% 91

Other funds holding SIRI

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

True Wealth Design's SIRI Position: Q3 2026 in Review

True Wealth Design held its SiriusXM (SIRI) position steady in Q3 2026 at 1,642 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #569.

True Wealth Design first reported a position in SIRI in Q4 2022 and has held it in 16 quarters since. The position peaked at $926K in Q2 2023. 173 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • True Wealth Design held 1,642 shares of SiriusXM worth $42.5K as of Q3 2026.
  • True Wealth Design left its SiriusXM share count unchanged in Q3 2026.
  • SiriusXM made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #569 holding.
  • True Wealth Design first reported a position in SiriusXM in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's SiriusXM position peaked at $926K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.