Clearstead Advisors’s SentinelOne S Stock Holding History

Clearstead Advisors’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 Q2	$3.5K	Buy	+206	New	+$3.17K	﹤0.01%	2288
2026 Q1	–	Sell	-92	Closed	-$1.38K	–	2755
2025 Q4	$1.38K	Sell	92 -156	-63%	-$2.56K	﹤0.01%	2190
2025 Q3	$4.37K	Sell	248 -923	-79%	-$16.6K	﹤0.01%	2205
2025 Q2	$21.4K	Buy	1,171 +823	+236%	+$15.1K	﹤0.01%	1597
2025 Q1	$6.33K	Buy	+348	New	+$7.55K	﹤0.01%	1705
2024 Q4	–	Sell	-3,025	Closed	-$72.4K	–	2178
2024 Q3	$72.4K	Hold	3,025	–	–	﹤0.01%	1114
2024 Q2	$63.7K	Buy	3,025 +725	+32%	+$14.9K	﹤0.01%	1109
2024 Q1	$49.6K	Buy	+2,300	New	+$60.1K	﹤0.01%	762

Other funds holding S

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

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

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

Clearstead Advisors's S Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SentinelOne (S) in Q2 2026: 206 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in S as recently as Q4 2025.

Clearstead Advisors first reported a position in S in Q1 2024 and has held it in 8 quarters since. The position peaked at $72.4K in Q3 2024. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

Clearstead Advisors held 206 shares of SentinelOne worth $3.5K as of Q2 2026.
SentinelOne was a new Clearstead Advisors position in Q2 2026.
SentinelOne made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2288 holding.
Clearstead Advisors first reported a position in SentinelOne in Q1 2024 and has held it in 8 quarters since.
Clearstead Advisors's SentinelOne position peaked at $72.4K in Q3 2024.
488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.