Carson Wealth (CWM LLC)
S icon

Carson Wealth (CWM LLC)’s SentinelOne S Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$5.77M Buy
448,077
+316,489
+241% +$4.39M 0.02% 744
2025
Q4 		$1.97M Buy
131,588
+95,921
+269% +$1.57M 0.01% 1157
2025
Q3 		$628K Sell
35,667
-26,177
-42% -$470K ﹤0.01% 1676
2025
Q2 		$1.13M Buy
61,844
+26,370
+74% +$482K ﹤0.01% 1186
2025
Q1 		$645K Buy
35,474
+9,397
+36% +$204K ﹤0.01% 1351
2024
Q4 		$579K Sell
26,077
-2,037
-7% -$52K ﹤0.01% 1322
2024
Q3 		$672K Buy
28,114
+22,394
+392% +$506K ﹤0.01% 1200
2024
Q2 		$120K Buy
5,720
+3,936
+221% +$80.7K ﹤0.01% 1858
2024
Q1 		$42K Sell
1,784
-139
-7% -$3.63K ﹤0.01% 2419
2023
Q4 		$53K Sell
1,923
-11
-0.6% -$213 ﹤0.01% 2145
2023
Q3 		$33K Sell
1,934
-35
-2% -$553 ﹤0.01% 2350
2023
Q2 		$30K Buy
1,969
+718
+57% +$12.1K ﹤0.01% 2376
2023
Q1 		$20K Sell
1,251
-835
-40% -$12.6K ﹤0.01% 2524
2022
Q4 		$30K Buy
2,086
+1,707
+450% +$31.6K ﹤0.01% 2087
2022
Q3 		$10K Buy
379
+68
+22% +$1.78K ﹤0.01% 2697
2022
Q2 		$7K Buy
+311
New +$8.73K ﹤0.01% 2824
2022
Q1 		– Sell
-250
Closed -$13K – 3827
2021
Q4 		$13K Buy
+250
New +$14.7K ﹤0.01% 2217

Other funds holding S

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s S Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SentinelOne (S) stake by 241% in Q1 2026, buying an estimated $4.39M and bringing the position to 448,077 shares worth $5.77M. The position accounts for 0.02% of the portfolio, ranked #744.

Carson Wealth (CWM LLC) first reported a position in S in Q4 2021 and has held it in 17 quarters since. 457 funds tracked by Wall St. Rank hold S as of Q1 2026.

  • Carson Wealth (CWM LLC) held 448,077 shares of SentinelOne worth $5.77M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 316,489 SentinelOne shares in Q1 2026, an estimated $4.39M.
  • SentinelOne made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #744 holding.
  • Carson Wealth (CWM LLC) first reported a position in SentinelOne in Q4 2021 and has held it in 17 quarters since.
  • 457 funds tracked by Wall St. Rank held SentinelOne as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.