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Pinnacle Wealth Management Advisory Group’s Sphere Entertainment SPHR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$415K Buy
3,537
+2
+0.1% +$209 0.03% 319
2025
Q4 		$336K Hold
3,535
– – 0.02% 369
2025
Q3 		$220K Buy
+3,535
New +$167K 0.02% 368
2023
Q2 		– Sell
-3,768
Closed -$223K – 345
2023
Q1 		$223K Buy
+3,768
New +$204K 0.03% 282
2022
Q3 		– Sell
-4,143
Closed -$218K – 295
2022
Q2 		$218K Hold
4,143
– – 0.04% 263
2022
Q1 		$345K Hold
4,143
– – 0.05% 214
2021
Q4 		$291K Hold
4,143
– – 0.05% 217
2021
Q3 		$301K Sell
4,143
-5,974
-59% -$448K 0.07% 177
2021
Q2 		$850K Buy
+10,117
New +$895K 0.2% 110

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