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Valeo Financial Advisors’s SiriusXM SIRI Stock Holding History

Valeo Financial 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 		$322K Buy
10,916
+340
+3% +$9.14K 0.01% 602
2026
Q1 		$244K Sell
10,576
-4,614
-30% -$99.2K 0.01% 625
2025
Q4 		$304K Buy
15,190
+4,784
+46% +$103K 0.01% 619
2025
Q3 		$242K Buy
10,406
+14
+0.1% +$324 0.01% 684
2025
Q2 		$239K Buy
+10,392
New +$224K 0.01% 649
2024
Q3 		– Sell
-1,651
Closed -$46.7K – 738
2024
Q2 		$46.7K Buy
1,651
+15
+0.9% +$448 ﹤0.01% 639
2024
Q1 		$51.7K Buy
+1,636
New +$77.8K ﹤0.01% 636
2021
Q2 		– Sell
-161
Closed -$10K – 1600
2021
Q1 		$10K Buy
161
+61
+61% +$3.72K ﹤0.01% 1363
2020
Q4 		$6K Sell
100
-25
-20% -$1.53K ﹤0.01% 1343
2020
Q3 		$7K Hold
125
– – ﹤0.01% 1175
2020
Q2 		$7K Hold
125
– – ﹤0.01% 1415
2020
Q1 		$7K Sell
125
-106
-46% -$6.93K ﹤0.01% 1221
2019
Q4 		$16K Hold
231
– – ﹤0.01% 980
2019
Q3 		$14K Sell
231
-121
-34% -$7.44K ﹤0.01% 946
2019
Q2 		$20K Buy
352
+152
+76% +$8.65K ﹤0.01% 850
2019
Q1 		$11K Sell
200
-2
-1% -$119 ﹤0.01% 945
2018
Q4 		$12K Hold
202
– – ﹤0.01% 841
2018
Q3 		$12K Sell
202
-35
-15% -$2.44K ﹤0.01% 921
2018
Q2 		$16K Buy
237
+35
+17% +$2.36K ﹤0.01% 827
2018
Q1 		$13K Hold
202
– – ﹤0.01% 862
2017
Q4 		$11K Hold
202
– – ﹤0.01% 818
2017
Q3 		$11K Buy
+202
New +$11.2K ﹤0.01% 683

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

Valeo Financial Advisors's SIRI Position: Q2 2026 in Review

Valeo Financial Advisors increased its SiriusXM (SIRI) stake by 3.2% in Q2 2026, buying an estimated $9.14K and bringing the position to 10,916 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #602.

Valeo Financial Advisors first reported a position in SIRI in Q3 2017 and has held it in 22 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Valeo Financial Advisors held 10,916 shares of SiriusXM worth $322K as of Q2 2026.
  • Valeo Financial Advisors bought 340 SiriusXM shares in Q2 2026, an estimated $9.14K.
  • SiriusXM made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #602 holding.
  • Valeo Financial Advisors first reported a position in SiriusXM in Q3 2017 and has held it in 22 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.