Wealth Enhancement Advisory Services
SIRI icon

Wealth Enhancement Advisory Services’s SiriusXM SIRI Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.44M Buy
121,642
+5,060
+4% +$136K 0.01% 1231
2026
Q1 		$2.77M Buy
116,582
+47,488
+69% +$1.02M 0.01% 1213
2025
Q4 		$1.49M Sell
69,094
-53,507
-44% -$1.15M ﹤0.01% 1696
2025
Q3 		$2.8M Sell
122,601
-13,816
-10% -$320K ﹤0.01% 1256
2025
Q2 		$3.31M Buy
136,417
+44,752
+49% +$963K 0.01% 1099
2025
Q1 		$2.07M Sell
91,665
-7,930
-8% -$187K ﹤0.01% 1230
2024
Q4 		$2.27M Buy
99,595
+29,839
+43% +$761K ﹤0.01% 1116
2024
Q3 		$1.65M Buy
69,756
+62,315
+837% +$1.94M ﹤0.01% 1151
2024
Q2 		$211K Buy
7,441
+1,025
+16% +$30.6K ﹤0.01% 2261
2024
Q1 		$249K Sell
6,416
-200
-3% -$9.51K ﹤0.01% 2039
2023
Q4 		$362K Sell
6,616
-331
-5% -$15.9K ﹤0.01% 1704
2023
Q3 		$314K Buy
6,947
+5,335
+331% +$248K ﹤0.01% 1716
2023
Q2 		$73K Sell
1,612
-32,229
-95% -$1.22M ﹤0.01% 507
2023
Q1 		$1.34M Buy
+33,841
New +$1.62M 0.02% 273

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

Wealth Enhancement Advisory Services's SIRI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SiriusXM (SIRI) stake by 4.3% in Q2 2026, buying an estimated $136K and bringing the position to 121,642 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #1231.

Wealth Enhancement Advisory Services first reported a position in SIRI in Q1 2023 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 121,642 shares of SiriusXM worth $3.44M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,060 SiriusXM shares in Q2 2026, an estimated $136K.
  • SiriusXM made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1231 holding.
  • Wealth Enhancement Advisory Services first reported a position in SiriusXM in Q1 2023 and has held it in 14 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.