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Whipplewood Advisors’s SiriusXM SIRI Stock Holding History

Whipplewood 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 		– Sell
-7
Closed -$162 – 972
2026
Q1 		$162 Buy
+7
New +$150 ﹤0.01% 1038
2025
Q3 		– Sell
-20
Closed -$459 – 1012
2025
Q2 		$459 Sell
20
-16
-44% -$344 ﹤0.01% 1128
2025
Q1 		$451 Buy
36
+16
+80% +$377 ﹤0.01% 1138
2024
Q4 		$456 Buy
+20
New +$510 ﹤0.01% 1126

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

Whipplewood Advisors's SIRI Position: Q2 2026 in Review

Whipplewood Advisors sold out of SiriusXM (SIRI) in Q2 2026, closing a stake of 7 shares — an estimated $162 sold.

Whipplewood Advisors first reported a position in SIRI in Q4 2024 and held it in 4 quarters. The position peaked at $459 in Q2 2025. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Whipplewood Advisors reported no remaining SiriusXM position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 7 SiriusXM shares in Q2 2026, an estimated $162.
  • Whipplewood Advisors first reported a position in SiriusXM in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's SiriusXM position peaked at $459 in Q2 2025.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.