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JFS Wealth Advisors’s Sphere Entertainment SPHR Stock Holding History

JFS 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
Q2 		$5.02K Buy
29
+4
+16% +$558 ﹤0.01% 1268
2026
Q1 		$2.94K Buy
25
+3
+14% +$314 ﹤0.01% 1394
2025
Q4 		$2.09K Hold
22
– – ﹤0.01% 1536
2025
Q3 		$1.37K Hold
22
– – ﹤0.01% 1540
2025
Q2 		$920 Hold
22
– – ﹤0.01% 1591
2025
Q1 		$720 Hold
22
– – ﹤0.01% 1711
2024
Q4 		$888 Hold
22
– – ﹤0.01% 1693
2024
Q3 		$972 Hold
22
– – ﹤0.01% 1702
2024
Q2 		$772 Hold
22
– – ﹤0.01% 1723
2024
Q1 		$1.08K Hold
22
– – ﹤0.01% 1641
2023
Q4 		$748 Hold
22
– – ﹤0.01% 1712
2023
Q3 		$818 Hold
22
– – ﹤0.01% 1641
2023
Q2 		$603 Buy
22
+1
+5% +$33 ﹤0.01% 1731
2023
Q1 		$1.24K Buy
21
+4
+24% +$216 ﹤0.01% 1519
2022
Q4 		$764 Buy
17
+5
+42% +$226 ﹤0.01% 1662
2022
Q3 		$1K Sell
12
-13
-52% -$730 ﹤0.01% 1650
2022
Q2 		$1K Buy
25
+6
+32% +$405 ﹤0.01% 1640
2022
Q1 		$2K Buy
19
+8
+73% +$602 ﹤0.01% 1492
2021
Q4 		$1K Buy
11
+6
+120% +$421 ﹤0.01% 1559
2021
Q3 		$0 Buy
+5
New +$375 ﹤0.01% 847
2020
Q4 		– Sell
-125
Closed -$9K – 621
2020
Q3 		$9K Hold
125
– – ﹤0.01% 404
2020
Q2 		$9K Buy
+125
New +$9.61K ﹤0.01% 392

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's SPHR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Sphere Entertainment (SPHR) stake by 16% in Q2 2026, buying an estimated $558 and bringing the position to 29 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

JFS Wealth Advisors first reported a position in SPHR in Q2 2020 and has held it in 22 quarters since. The position peaked at $9K in Q3 2020. 416 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • JFS Wealth Advisors held 29 shares of Sphere Entertainment worth $5.02K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Sphere Entertainment shares in Q2 2026, an estimated $558.
  • Sphere Entertainment made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1268 holding.
  • JFS Wealth Advisors first reported a position in Sphere Entertainment in Q2 2020 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Sphere Entertainment position peaked at $9K in Q3 2020.
  • 416 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.