Truvestments Capital’s SiriusXM SIRI Stock Holding History

Truvestments Capital’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	$13.8K	Hold	597	–	–	﹤0.01%	701
2025 Q4	$11.9K	Hold	597	–	–	﹤0.01%	675
2025 Q3	$13.9K	Hold	597	–	–	﹤0.01%	658
2025 Q2	$13.7K	Hold	597	–	–	﹤0.01%	606
2025 Q1	$13.5K	Buy	597 +10	+2%	+$236	﹤0.01%	610
2024 Q4	$13.4K	Hold	587	–	–	﹤0.01%	557
2024 Q3	$13.9K	Buy	+587	New	+$18.2K	﹤0.01%	537
2024 Q2	–	Sell	-587	Closed	-$22.8K	–	609
2024 Q1	$22.8K	Hold	587	–	–	0.01%	422
2023 Q4	$32.1K	Hold	587	–	–	0.01%	378
2023 Q3	$26.5K	Buy	+587	New	+$27.3K	0.01%	349
2022 Q4	–	Sell	-10	Closed	-$1K	–	958
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	603
2022 Q2	$1K	Buy	+10	New	+$621	﹤0.01%	621
2022 Q1	–	Sell	-15	Closed	-$1K	–	480
2021 Q4	$1K	Buy	15 +5	+50%	+$313	﹤0.01%	587
2021 Q3	$1K	Buy	+10	New	+$629	﹤0.01%	599
2018 Q3	$1K	Buy	+12	New	+$835	﹤0.01%	851

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $761B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return