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Lodestone Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Lodestone 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
Q2 		$12.1K Hold
70
– – ﹤0.01% 493
2026
Q1 		$8.22K Hold
70
– – ﹤0.01% 537
2025
Q4 		$6.66K Buy
+70
New +$5.33K ﹤0.01% 553

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

Lodestone Wealth Management's SPHR Position: Q2 2026 in Review

Lodestone Wealth Management held its Sphere Entertainment (SPHR) position steady in Q2 2026 at 70 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Lodestone Wealth Management first reported a position in SPHR in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • Lodestone Wealth Management held 70 shares of Sphere Entertainment worth $12.1K as of Q2 2026.
  • Lodestone Wealth Management left its Sphere Entertainment share count unchanged in Q2 2026.
  • Sphere Entertainment made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #493 holding.
  • Lodestone Wealth Management first reported a position in Sphere Entertainment in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.