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Kelleher Financial Advisors’s Sphere Entertainment SPHR Stock Holding History

Kelleher Financial 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 		$382K Sell
3,257
-834
-20% -$87.3K 0.1% 141
2025
Q4 		$389K Buy
+4,091
New +$312K 0.09% 140
2024
Q4 		– Sell
-5,231
Closed -$231K – 120
2024
Q3 		$231K Sell
5,231
-1,220
-19% -$52.5K 0.09% 99
2024
Q2 		$226K Hold
6,451
– – 0.09% 99
2024
Q1 		$317K Hold
6,451
– – 0.13% 94
2023
Q4 		$219K Sell
6,451
-75
-1% -$2.61K 0.1% 92
2023
Q3 		$243K Buy
+6,526
New +$240K 0.12% 90

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

Kelleher Financial Advisors's SPHR Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Sphere Entertainment (SPHR) stake by 20% in Q1 2026, selling an estimated $87.3K and leaving 3,257 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #141.

Kelleher Financial Advisors first reported a position in SPHR in Q3 2023 and has held it in 7 quarters since. The position peaked at $389K in Q4 2025. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Kelleher Financial Advisors held 3,257 shares of Sphere Entertainment worth $382K as of Q1 2026.
  • Kelleher Financial Advisors sold 834 Sphere Entertainment shares in Q1 2026, an estimated $87.3K.
  • Sphere Entertainment made up 0.1% of Kelleher Financial Advisors's portfolio in Q1 2026, its #141 holding.
  • Kelleher Financial Advisors first reported a position in Sphere Entertainment in Q3 2023 and has held it in 7 quarters since.
  • Kelleher Financial Advisors's Sphere Entertainment position peaked at $389K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.