SWM
SPHR icon

SHP Wealth Management’s Sphere Entertainment SPHR Stock Holding History

SHP 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
Q2 		$1.73K Hold
10
– – ﹤0.01% 1438
2026
Q1 		$1.17K Hold
10
– – ﹤0.01% 1420
2025
Q4 		$951 Buy
+10
New +$762 ﹤0.01% 1270

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SPHR Position: Q2 2026 in Review

SHP Wealth Management held its Sphere Entertainment (SPHR) position steady in Q2 2026 at 10 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

SHP Wealth Management first reported a position in SPHR in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • SHP Wealth Management held 10 shares of Sphere Entertainment worth $1.73K as of Q2 2026.
  • SHP Wealth Management left its Sphere Entertainment share count unchanged in Q2 2026.
  • Sphere Entertainment made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1438 holding.
  • SHP Wealth Management first reported a position in Sphere Entertainment in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.