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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
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

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

True Wealth Design's SIRI Position: Q2 2026 in Review

True Wealth Design increased its SiriusXM (SIRI) stake by 24% in Q2 2026, buying an estimated $8.63K and bringing the position to 1,642 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #499.

True Wealth Design first reported a position in SIRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $926K in Q2 2023. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • True Wealth Design held 1,642 shares of SiriusXM worth $48.5K as of Q2 2026.
  • True Wealth Design bought 321 SiriusXM shares in Q2 2026, an estimated $8.63K.
  • SiriusXM made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #499 holding.
  • True Wealth Design first reported a position in SiriusXM in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's SiriusXM position peaked at $926K in Q2 2023.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.