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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return