Avantax Advisory Services’s SentinelOne S Stock Holding History

Avantax Advisory Services’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$507K	Buy	+27,741	New	+$507K	﹤0.01%	1573
2024 Q4	–	Sell	-11,162	Closed	-$267K	–	2258
2024 Q3	$267K	Buy	+11,162	New	+$252K	﹤0.01%	1839

Other funds holding S

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Avantax Advisory Services's S Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in SentinelOne (S) in Q2 2025: 27,741 shares worth $507K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in S as recently as Q3 2024.

Avantax Advisory Services first reported a position in S in Q3 2024 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold S as of Q2 2025.

Avantax Advisory Services held 27,741 shares of SentinelOne worth $507K as of Q2 2025.
SentinelOne was a new Avantax Advisory Services position in Q2 2025.
SentinelOne made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1573 holding.
Avantax Advisory Services first reported a position in SentinelOne in Q3 2024 and has held it in 2 quarters since.
451 funds tracked by Wall St. Rank held SentinelOne as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.