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Philip James Wealth Mangement’s Sphere Entertainment SPHR Stock Holding History

Philip James Wealth Mangement’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 		$951K Sell
5,494
-1,941
-26% -$271K 0.11% 84
2026
Q1 		$873K Sell
7,435
-39
-0.5% -$4.08K 0.1% 87
2025
Q4 		$711K Buy
7,474
+384
+5% +$29.3K 0.08% 101
2025
Q3 		$440K Buy
+7,090
New +$335K 0.05% 121

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

Philip James Wealth Mangement's SPHR Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Sphere Entertainment (SPHR) stake by 26% in Q2 2026, selling an estimated $271K and leaving 5,494 shares worth $951K. The position accounts for 0.11% of the portfolio, ranked #84.

Philip James Wealth Mangement first reported a position in SPHR in Q3 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • Philip James Wealth Mangement held 5,494 shares of Sphere Entertainment worth $951K as of Q2 2026.
  • Philip James Wealth Mangement sold 1,941 Sphere Entertainment shares in Q2 2026, an estimated $271K.
  • Sphere Entertainment made up 0.11% of Philip James Wealth Mangement's portfolio in Q2 2026, its #84 holding.
  • Philip James Wealth Mangement first reported a position in Sphere Entertainment in Q3 2025 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.