PWPS
SPHR icon

Pinnacle Wealth Planning Services’s Sphere Entertainment SPHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$136K Buy
1,157
+1,152
+23,040% +$121K 0.01% 636
2025
Q4 		$475 Buy
+5
New +$381 ﹤0.01% 2655
2021
Q1 		– Sell
-19
Closed -$2K – 1705
2020
Q4 		$2K Buy
+19
New +$1.45K ﹤0.01% 1978

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

Pinnacle Wealth Planning Services's SPHR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Sphere Entertainment (SPHR) stake by 23,040% in Q1 2026, buying an estimated $121K and bringing the position to 1,157 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #636.

Pinnacle Wealth Planning Services first reported a position in SPHR in Q4 2020 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,157 shares of Sphere Entertainment worth $136K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,152 Sphere Entertainment shares in Q1 2026, an estimated $121K.
  • Sphere Entertainment made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #636 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sphere Entertainment in Q4 2020 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.