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Unified Investment Management’s SiriusXM SIRI Stock Holding History

Unified Investment 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 		$316K Buy
10,693
+5
+0% +$134 0.29% 104
2026
Q1 		$247K Sell
10,688
-394
-4% -$8.47K 0.25% 116
2025
Q4 		$222K Sell
11,082
-3,305
-23% -$71K 0.22% 123
2025
Q3 		$335K Sell
14,387
-16,020
-53% -$371K 0.33% 97
2025
Q2 		$698K Buy
30,407
+425
+1% +$9.15K 0.75% 47
2025
Q1 		$676K Buy
29,982
+9,442
+46% +$222K 0.8% 43
2024
Q4 		$468K Buy
+20,540
New +$524K 0.53% 68

Other funds holding SIRI

HLCM
Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Unified Investment Management's SIRI Position: Q2 2026 in Review

Unified Investment Management increased its SiriusXM (SIRI) stake by 0.05% in Q2 2026, buying an estimated $134 and bringing the position to 10,693 shares worth $316K. The position accounts for 0.29% of the portfolio, ranked #104.

Unified Investment Management first reported a position in SIRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $698K in Q2 2025. 160 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Unified Investment Management held 10,693 shares of SiriusXM worth $316K as of Q2 2026.
  • Unified Investment Management bought 5 SiriusXM shares in Q2 2026, an estimated $134.
  • SiriusXM made up 0.29% of Unified Investment Management's portfolio in Q2 2026, its #104 holding.
  • Unified Investment Management first reported a position in SiriusXM in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's SiriusXM position peaked at $698K in Q2 2025.
  • 160 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.