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Root Financial Partners’s Sphere Entertainment SPHR Stock Holding History

Root Financial Partners’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 		– Sell
-44
Closed -$5.17K – 2777
2026
Q1 		$5.17K Buy
44
+43
+4,300% +$4.5K ﹤0.01% 1945
2025
Q4 		$95 Hold
1
– – ﹤0.01% 2336
2025
Q3 		$62 Buy
+1
New +$47 ﹤0.01% 2261

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

Root Financial Partners's SPHR Position: Q2 2026 in Review

Root Financial Partners sold out of Sphere Entertainment (SPHR) in Q2 2026, closing a stake of 44 shares — an estimated $5.17K sold.

Root Financial Partners first reported a position in SPHR in Q3 2025 and held it in 3 quarters. The position peaked at $5.17K in Q1 2026. 419 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • Root Financial Partners reported no remaining Sphere Entertainment position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 Sphere Entertainment shares in Q2 2026, an estimated $5.17K.
  • Root Financial Partners first reported a position in Sphere Entertainment in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sphere Entertainment position peaked at $5.17K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.