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Perigon Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Perigon 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
Q1 		$1.99M Sell
16,950
-869
-5% -$90.9K 0.04% 378
2025
Q4 		$1.69M Buy
+17,819
New +$1.36M 0.03% 405

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

Perigon Wealth Management's SPHR Position: Q1 2026 in Review

Perigon Wealth Management reduced its Sphere Entertainment (SPHR) stake by 4.9% in Q1 2026, selling an estimated $90.9K and leaving 16,950 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #378.

Perigon Wealth Management first reported a position in SPHR in Q4 2025 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Perigon Wealth Management held 16,950 shares of Sphere Entertainment worth $1.99M as of Q1 2026.
  • Perigon Wealth Management sold 869 Sphere Entertainment shares in Q1 2026, an estimated $90.9K.
  • Sphere Entertainment made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #378 holding.
  • Perigon Wealth Management first reported a position in Sphere Entertainment in Q4 2025 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.