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
2026 Q2	$298K	Buy	+10,102	New	+$271K	﹤0.01%	993
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s SIRI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in SiriusXM (SIRI) in Q2 2026: 10,102 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SIRI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SIRI in Q1 2021 and has held it in 19 quarters since. The position peaked at $379K in Q3 2021. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Wealthspire Advisors (New York) held 10,102 shares of SiriusXM worth $298K as of Q2 2026.
SiriusXM was a new Wealthspire Advisors (New York) position in Q2 2026.
SiriusXM made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #993 holding.
Wealthspire Advisors (New York) first reported a position in SiriusXM in Q1 2021 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s SiriusXM position peaked at $379K in Q3 2021.
602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.