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Foundations Investment Advisors’s Sphere Entertainment SPHR Stock Holding History

Foundations 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
Q2 		$900K Buy
5,202
+2,643
+103% +$369K 0.01% 599
2026
Q1 		$300K Buy
+2,559
New +$268K ﹤0.01% 906

Other funds holding SPHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Foundations Investment Advisors's SPHR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Sphere Entertainment (SPHR) stake by 103% in Q2 2026, buying an estimated $369K and bringing the position to 5,202 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #599.

Foundations Investment Advisors first reported a position in SPHR in Q1 2026 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • Foundations Investment Advisors held 5,202 shares of Sphere Entertainment worth $900K as of Q2 2026.
  • Foundations Investment Advisors bought 2,643 Sphere Entertainment shares in Q2 2026, an estimated $369K.
  • Sphere Entertainment made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #599 holding.
  • Foundations Investment Advisors first reported a position in Sphere Entertainment in Q1 2026 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.