Creative Planning
S icon

Creative Planning’s SentinelOne S Stock Holding History

Creative Planning’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 		$5.35M Buy
315,067
+103,414
+49% +$1.59M ﹤0.01% 1357
2026
Q1 		$2.73M Buy
211,653
+122,777
+138% +$1.7M ﹤0.01% 1664
2025
Q4 		$1.33M Buy
88,876
+31,881
+56% +$522K ﹤0.01% 2055
2025
Q3 		$1M Buy
56,995
+27,168
+91% +$487K ﹤0.01% 2108
2025
Q2 		$545K Buy
29,827
+2,424
+9% +$44.3K ﹤0.01% 2395
2025
Q1 		$498K Buy
27,403
+2,471
+10% +$53.6K ﹤0.01% 2300
2024
Q4 		$553K Buy
24,932
+1,344
+6% +$34.3K ﹤0.01% 2131
2024
Q3 		$564K Sell
23,588
-6,170
-21% -$139K ﹤0.01% 1988
2024
Q2 		$626K Buy
29,758
+11,478
+63% +$235K ﹤0.01% 1773
2024
Q1 		$426K Sell
18,280
-16,789
-48% -$439K ﹤0.01% 1967
2023
Q4 		$962K Sell
35,069
-3,421
-9% -$66.3K ﹤0.01% 1255
2023
Q3 		$649K Buy
38,490
+8,763
+29% +$138K ﹤0.01% 1391
2023
Q2 		$449K Buy
29,727
+444
+2% +$7.51K ﹤0.01% 1627
2023
Q1 		$479K Buy
29,283
+2,001
+7% +$30.2K ﹤0.01% 1492
2022
Q4 		$398K Buy
27,282
+954
+4% +$17.7K ﹤0.01% 1548
2022
Q3 		$673K Buy
26,328
+164
+0.6% +$4.3K ﹤0.01% 1154
2022
Q2 		$610K Sell
26,164
-2,572
-9% -$72.2K ﹤0.01% 1205
2022
Q1 		$1.11M Buy
28,736
+2,327
+9% +$95.2K ﹤0.01% 938
2021
Q4 		$1.33M Sell
26,409
-227
-0.9% -$13.3K ﹤0.01% 829
2021
Q3 		$1.43M Buy
+26,636
New +$1.46M ﹤0.01% 790

Other funds holding S

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Creative Planning's S Position: Q2 2026 in Review

Creative Planning increased its SentinelOne (S) stake by 49% in Q2 2026, buying an estimated $1.59M and bringing the position to 315,067 shares worth $5.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Creative Planning first reported a position in S in Q3 2021 and has held it in 20 quarters since. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Creative Planning held 315,067 shares of SentinelOne worth $5.35M as of Q2 2026.
  • Creative Planning bought 103,414 SentinelOne shares in Q2 2026, an estimated $1.59M.
  • SentinelOne made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1357 holding.
  • Creative Planning first reported a position in SentinelOne in Q3 2021 and has held it in 20 quarters since.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.