Whittier Trust’s Sphere Entertainment SPHR Stock Holding History

Whittier Trust’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	$3.11M	Buy	20,503 +19,998	+3,960%	+$2.79M	0.03%	257
2026 Q1	$63.8K	Hold	505	–	–	﹤0.01%	799
2025 Q4	$46.7K	Hold	505	–	–	﹤0.01%	881
2025 Q3	$31.8K	Hold	505	–	–	﹤0.01%	936
2025 Q2	$21.1K	Hold	505	–	–	﹤0.01%	1093
2025 Q1	$16.5K	Hold	505	–	–	﹤0.01%	1141
2024 Q4	$20.4K	Hold	505	–	–	﹤0.01%	1103
2024 Q3	$22.3K	Hold	505	–	–	﹤0.01%	1081
2024 Q2	$17.7K	Hold	505	–	–	﹤0.01%	1117
2024 Q1	$24.8K	Hold	505	–	–	﹤0.01%	1081
2023 Q4	$17.1K	Hold	505	–	–	﹤0.01%	1127
2023 Q3	$18.8K	Hold	505	–	–	﹤0.01%	1129
2023 Q2	$13.8K	Hold	505	–	–	﹤0.01%	1202
2023 Q1	$29.8K	Hold	505	–	–	﹤0.01%	1068
2022 Q4	$22.7K	Hold	505	–	–	﹤0.01%	1117
2022 Q3	$22K	Buy	+505	New	+$28.3K	﹤0.01%	1160

Other funds holding SPHR

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whittier Trust's SPHR Position: Q2 2026 in Review

Whittier Trust increased its Sphere Entertainment (SPHR) stake by 3,960% in Q2 2026, buying an estimated $2.79M and bringing the position to 20,503 shares worth $3.11M. The position accounts for 0.03% of the portfolio, ranked #257.

Whittier Trust first reported a position in SPHR in Q3 2022 and has held it in 16 quarters since. 419 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

Whittier Trust held 20,503 shares of Sphere Entertainment worth $3.11M as of Q2 2026.
Whittier Trust bought 19,998 Sphere Entertainment shares in Q2 2026, an estimated $2.79M.
Sphere Entertainment made up 0.03% of Whittier Trust's portfolio in Q2 2026, its #257 holding.
Whittier Trust first reported a position in Sphere Entertainment in Q3 2022 and has held it in 16 quarters since.
419 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.