TWD
SPHR icon

True Wealth Design’s Sphere Entertainment SPHR Stock Holding History

True Wealth Design’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
Q3 		$4.44K Hold
33
– – ﹤0.01% 1386
2026
Q2 		$5.71K Buy
33
+2
+6% +$279 ﹤0.01% 1283
2026
Q1 		$3.64K Hold
31
– – ﹤0.01% 1329
2025
Q4 		$2.95K Hold
31
– – ﹤0.01% 1302
2025
Q3 		$1.93K Hold
31
– – ﹤0.01% 1474
2025
Q2 		$1.3K Buy
+31
New +$1.05K ﹤0.01% 1361

Other funds holding SPHR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

True Wealth Design's SPHR Position: Q3 2026 in Review

True Wealth Design held its Sphere Entertainment (SPHR) position steady in Q3 2026 at 33 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

True Wealth Design first reported a position in SPHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.71K in Q2 2026. 18 funds tracked by Wall St. Rank hold SPHR as of Q3 2026.

  • True Wealth Design held 33 shares of Sphere Entertainment worth $4.44K as of Q3 2026.
  • True Wealth Design left its Sphere Entertainment share count unchanged in Q3 2026.
  • Sphere Entertainment made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1386 holding.
  • True Wealth Design first reported a position in Sphere Entertainment in Q2 2025 and has held it in 6 quarters since.
  • True Wealth Design's Sphere Entertainment position peaked at $5.71K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Sphere Entertainment as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.