NW
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NewEdge Wealth’s Sphere Entertainment SPHR Stock Holding History

NewEdge Wealth’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 		$365K Sell
3,108
-2,686
-46% -$281K ﹤0.01% 912
2025
Q4 		$551K Sell
5,794
-278
-5% -$21.2K 0.01% 804
2025
Q3 		$446K Sell
6,072
-785
-11% -$37.1K 0.01% 786
2025
Q2 		$284K Hold
6,857
– – ﹤0.01% 845
2025
Q1 		$224K Buy
6,857
+329
+5% +$13.4K ﹤0.01% 859
2024
Q4 		$263K Buy
6,528
+73
+1% +$3.05K ﹤0.01% 797
2024
Q3 		$285K Hold
6,455
– – 0.01% 741
2024
Q2 		$226K Buy
6,455
+222
+4% +$8.64K ﹤0.01% 706
2024
Q1 		$252K Buy
+6,233
New +$250K 0.01% 702
2021
Q4 		– Sell
-3,547
Closed -$258K – 403
2021
Q3 		$258K Buy
+3,547
New +$266K 0.02% 260

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