WANY
SIRI icon

Wealthspire Advisors (New York)’s SiriusXM SIRI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-6,983
Closed -$163K – 2576
2025
Q3 		$163K Sell
6,983
-7,878
-53% -$182K ﹤0.01% 865
2025
Q2 		$341K Sell
14,861
-761
-5% -$16.4K ﹤0.01% 632
2025
Q1 		$352K Sell
15,622
-64
-0.4% -$1.51K ﹤0.01% 600
2024
Q4 		$358K Buy
15,686
+643
+4% +$16.4K ﹤0.01% 604
2024
Q3 		$356K Buy
15,043
+9,506
+172% +$295K ﹤0.01% 580
2024
Q2 		$157K Buy
5,537
+1
+0% +$30 ﹤0.01% 630
2024
Q1 		$215K Hold
5,536
– – ﹤0.01% 586
2023
Q4 		$303K Buy
5,536
+50
+0.9% +$2.4K ﹤0.01% 523
2023
Q3 		$248K Sell
5,486
-241
-4% -$11.2K ﹤0.01% 519
2023
Q2 		$259K Sell
5,727
-79
-1% -$2.98K ﹤0.01% 479
2023
Q1 		$231K Sell
5,806
-32
-0.5% -$1.53K ﹤0.01% 484
2022
Q4 		$341K Buy
5,838
+121
+2% +$7.44K 0.01% 436
2022
Q3 		$326K Buy
5,717
+207
+4% +$13K 0.01% 399
2022
Q2 		$338K Hold
5,510
– – 0.01% 375
2022
Q1 		$365K Sell
5,510
-16
-0.3% -$1.01K 0.01% 323
2021
Q4 		$351K Sell
5,526
-679
-11% -$42.5K 0.01% 392
2021
Q3 		$379K Buy
+6,205
New +$390K 0.01% 411
2021
Q2 		– Sell
-5,988
Closed -$365K – 608
2021
Q1 		$365K Buy
+5,988
New +$365K 0.01% 491

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s SIRI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SiriusXM (SIRI) in Q4 2025, closing a stake of 6,983 shares — an estimated $163K sold.

Wealthspire Advisors (New York) first reported a position in SIRI in Q1 2021 and held it in 18 quarters. The position peaked at $379K in Q3 2021. 515 funds tracked by Wall St. Rank hold SIRI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SiriusXM position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,983 SiriusXM shares in Q4 2025, an estimated $163K.
  • Wealthspire Advisors (New York) first reported a position in SiriusXM in Q1 2021 and held it in 18 quarters.
  • Wealthspire Advisors (New York)'s SiriusXM position peaked at $379K in Q3 2021.
  • 515 funds tracked by Wall St. Rank held SiriusXM as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.