Evergreen Private Wealth’s SentinelOne S Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-250	Closed	-$4.4K	–	202
2025 Q3	$4.4K	Hold	250	–	–	﹤0.01%	182
2025 Q2	$4.57K	Hold	250	–	–	﹤0.01%	188
2025 Q1	$4.54K	Hold	250	–	–	﹤0.01%	165
2024 Q4	$5.55K	Hold	250	–	–	﹤0.01%	169
2024 Q3	$5.98K	Hold	250	–	–	﹤0.01%	168
2024 Q2	$5.26K	Hold	250	–	–	﹤0.01%	176
2024 Q1	$5.83K	Hold	250	–	–	﹤0.01%	178
2023 Q4	$6.86K	Buy	+250	New	+$4.84K	﹤0.01%	182

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

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

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

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

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

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 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

Evergreen Private Wealth's S Position: Q4 2025 in Review

Evergreen Private Wealth sold out of SentinelOne (S) in Q4 2025, closing a stake of 250 shares — an estimated $4.4K sold.

Evergreen Private Wealth first reported a position in S in Q4 2023 and held it in 8 quarters. The position peaked at $6.86K in Q4 2023. 437 funds tracked by Wall St. Rank hold S as of Q4 2025.

Evergreen Private Wealth reported no remaining SentinelOne position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 250 SentinelOne shares in Q4 2025, an estimated $4.4K.
Evergreen Private Wealth first reported a position in SentinelOne in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's SentinelOne position peaked at $6.86K in Q4 2023.
437 funds tracked by Wall St. Rank held SentinelOne as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.