HWM
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HighMark Wealth Management’s Sphere Entertainment SPHR Stock Holding History

HighMark 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
2026
Q1 		$1.06K Hold
9
– – ﹤0.01% 484
2025
Q4 		$855 Hold
9
– – ﹤0.01% 517
2025
Q3 		$559 Sell
9
-9
-50% -$425 ﹤0.01% 554
2025
Q2 		$752 Hold
18
– – ﹤0.01% 537
2025
Q1 		$589 Hold
18
– – ﹤0.01% 517
2024
Q4 		$726 Hold
18
– – ﹤0.01% 509
2024
Q3 		$795 Hold
18
– – ﹤0.01% 527
2024
Q2 		$631 Hold
18
– – ﹤0.01% 526
2024
Q1 		$883 Buy
18
+9
+100% +$361 ﹤0.01% 506
2023
Q4 		$306 Buy
+9
New +$313 ﹤0.01% 547

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