EWA
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EverSource Wealth Advisors’s Sphere Entertainment SPHR Stock Holding History

EverSource Wealth 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 		$20.8K Buy
177
+99
+127% +$10.4K ﹤0.01% 2481
2025
Q4 		$7.42K Buy
78
+10
+15% +$762 ﹤0.01% 2940
2025
Q3 		$4.22K Buy
68
+33
+94% +$1.56K ﹤0.01% 3231
2025
Q2 		$1.46K Buy
35
+24
+218% +$813 ﹤0.01% 3611
2025
Q1 		$360 Sell
11
-7
-39% -$284 ﹤0.01% 3565
2024
Q4 		$726 Buy
18
+17
+1,700% +$711 ﹤0.01% 3071
2024
Q3 		$44 Sell
1
-251
-100% -$10.8K ﹤0.01% 3011
2024
Q2 		$11.2K Buy
+252
New +$9.8K ﹤0.01% 1793

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