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Sirius XM Holdings shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of Sirius XM Holdings (SIRI) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in Sirius XM Holdings

Tip: Access up to 7 years of quarterly data

All positions including Sirius XM Holdings held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sirius XM Holdings by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $86k 3.7k 23.28
2025-06-30 $85k 3.7k 22.97
2025-03-31 $83k 3.7k 22.54
2024-12-31 $84k 3.7k 22.80
2024-09-30 $87k 3.7k 23.65

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Vanguard Growth Etf Etf (VUG)
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Microsoft Corp Stock (MSFT)
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View all positions for Dougherty Wealth Advisers

Top funds holding Sirius XM Holdings

Berkshire Hathaway
Vanguard Group
Susquehanna International
BlackRock
Kontiki Capital Management
Citadel Advisors
D. E. Shaw & Co
Geode Capital Management
Jane Street
State Street Corporation
LSV Asset Management
Morgan Stanley
AQR Capital Management
Ameriprise Financial
Thompson, Siegel, & Walmsley

View all funds holding Sirius XM Holdings