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GoalVest Advisory’s Sphere Entertainment SPHR Stock Holding History

GoalVest Advisory’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 		$11.6K Hold
67
– – ﹤0.01% 343
2026
Q1 		$7.87K Buy
+67
New +$7.01K ﹤0.01% 376

Other funds holding SPHR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GoalVest Advisory's SPHR Position: Q2 2026 in Review

GoalVest Advisory held its Sphere Entertainment (SPHR) position steady in Q2 2026 at 67 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

GoalVest Advisory first reported a position in SPHR in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • GoalVest Advisory held 67 shares of Sphere Entertainment worth $11.6K as of Q2 2026.
  • GoalVest Advisory left its Sphere Entertainment share count unchanged in Q2 2026.
  • Sphere Entertainment made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #343 holding.
  • GoalVest Advisory first reported a position in Sphere Entertainment in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.