Capstone Investment Advisors
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Capstone Investment Advisors’s Sphere Entertainment SPHR Stock Holding History

Capstone Investment Advisors’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$243K Buy
+2,069
New +$216K ﹤0.01% 1453
2023
Q3 		– Sell
-14,322
Closed -$392K – 2286
2023
Q2 		$392K Buy
+14,322
New +$475K ﹤0.01% 1266

Other funds holding SPHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's SPHR Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Sphere Entertainment (SPHR) in Q1 2026: 2,069 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SPHR as recently as Q2 2023.

Capstone Investment Advisors first reported a position in SPHR in Q2 2023 and has held it in 2 quarters since. The position peaked at $392K in Q2 2023. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Capstone Investment Advisors held 2,069 shares of Sphere Entertainment worth $243K as of Q1 2026.
  • Sphere Entertainment was a new Capstone Investment Advisors position in Q1 2026.
  • Sphere Entertainment made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1453 holding.
  • Capstone Investment Advisors first reported a position in Sphere Entertainment in Q2 2023 and has held it in 2 quarters since.
  • Capstone Investment Advisors's Sphere Entertainment position peaked at $392K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.