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Whalen Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Whalen 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
Q3 		$265K Buy
+1,974
New +$293K 0.11% 177

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
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Whalen Wealth Management's SPHR Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Sphere Entertainment (SPHR) in Q3 2026: 1,974 shares worth $265K. The stake represents 0.11% of the portfolio and ranks #177 among its holdings.

17 funds tracked by Wall St. Rank hold SPHR as of Q3 2026.

  • Whalen Wealth Management held 1,974 shares of Sphere Entertainment worth $265K as of Q3 2026.
  • Sphere Entertainment was a new Whalen Wealth Management position in Q3 2026.
  • Sphere Entertainment made up 0.11% of Whalen Wealth Management's portfolio in Q3 2026, its #177 holding.
  • 17 funds tracked by Wall St. Rank held Sphere Entertainment as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.