CWM
SPHR icon

Congress Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Congress Wealth Management’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
2025
Q2 		$470K Sell
11,253
-471
-4% -$15.9K ﹤0.01% 947
2025
Q1 		$384K Buy
+11,724
New +$476K ﹤0.01% 885

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Congress Wealth Management's SPHR Position: Q2 2025 in Review

Congress Wealth Management reduced its Sphere Entertainment (SPHR) stake by 4% in Q2 2025, selling an estimated $15.9K and leaving 11,253 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Congress Wealth Management first reported a position in SPHR in Q1 2025 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold SPHR as of Q2 2025.

  • Congress Wealth Management held 11,253 shares of Sphere Entertainment worth $470K as of Q2 2025.
  • Congress Wealth Management sold 471 Sphere Entertainment shares in Q2 2025, an estimated $15.9K.
  • Sphere Entertainment made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #947 holding.
  • Congress Wealth Management first reported a position in Sphere Entertainment in Q1 2025 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.