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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
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 $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 $3.37T AUM 44.26% 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

SHP Wealth Management's SPHR Position: Q1 2026 in Review

SHP Wealth Management held its Sphere Entertainment (SPHR) position steady in Q1 2026 at 10 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

SHP Wealth Management first reported a position in SPHR in Q4 2025 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • SHP Wealth Management held 10 shares of Sphere Entertainment worth $1.17K as of Q1 2026.
  • SHP Wealth Management left its Sphere Entertainment share count unchanged in Q1 2026.
  • Sphere Entertainment made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1420 holding.
  • SHP Wealth Management first reported a position in Sphere Entertainment in Q4 2025 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.