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 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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Wealth's SPHR Position: Q1 2026 in Review

NewEdge Wealth reduced its Sphere Entertainment (SPHR) stake by 46% in Q1 2026, selling an estimated $281K and leaving 3,108 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

NewEdge Wealth first reported a position in SPHR in Q3 2021 and has held it in 10 quarters since. The position peaked at $551K in Q4 2025. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

NewEdge Wealth held 3,108 shares of Sphere Entertainment worth $365K as of Q1 2026.
NewEdge Wealth sold 2,686 Sphere Entertainment shares in Q1 2026, an estimated $281K.
Sphere Entertainment made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #912 holding.
NewEdge Wealth first reported a position in Sphere Entertainment in Q3 2021 and has held it in 10 quarters since.
NewEdge Wealth's Sphere Entertainment position peaked at $551K in Q4 2025.
376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.