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WealthTrak Capital Management’s SiriusXM SIRI Stock Holding History

WealthTrak Capital 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
2025
Q2 		– Sell
-20
Closed -$451 – 1060
2025
Q1 		$451 Buy
20
+10
+100% +$236 ﹤0.01% 679
2024
Q4 		$228 Buy
+10
New +$255 ﹤0.01% 776

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 $5.72T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WealthTrak Capital Management's SIRI Position: Q2 2025 in Review

WealthTrak Capital Management sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 20 shares — an estimated $451 sold.

WealthTrak Capital Management first reported a position in SIRI in Q4 2024 and held it in 2 quarters. The position peaked at $451 in Q1 2025. 549 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

  • WealthTrak Capital Management reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 SiriusXM shares in Q2 2025, an estimated $451.
  • WealthTrak Capital Management first reported a position in SiriusXM in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's SiriusXM position peaked at $451 in Q1 2025.
  • 549 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.