EWA
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EverSource Wealth Advisors’s SentinelOne S Stock Holding History

EverSource Wealth 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 		$404K Buy
23,805
+1,145
+5% +$17.6K 0.01% 650
2026
Q1 		$292K Buy
22,660
+18,122
+399% +$252K 0.01% 858
2025
Q4 		$68.1K Buy
4,538
+1,979
+77% +$32.4K ﹤0.01% 1532
2025
Q3 		$45.1K Sell
2,559
-1,699
-40% -$30.5K ﹤0.01% 1782
2025
Q2 		$77.8K Buy
4,258
+3,593
+540% +$65.7K ﹤0.01% 1339
2025
Q1 		$12.1K Buy
665
+280
+73% +$6.08K ﹤0.01% 2003
2024
Q4 		$8.55K Buy
385
+222
+136% +$5.67K ﹤0.01% 2081
2024
Q3 		$3.9K Buy
163
+21
+15% +$474 ﹤0.01% 2329
2024
Q2 		$3.25K Buy
142
+52
+58% +$1.07K ﹤0.01% 2376
2024
Q1 		$1.9K Hold
90
– – ﹤0.01% 2405
2023
Q4 		$2.47K Sell
90
-34
-27% -$658 ﹤0.01% 2112
2023
Q3 		$2.09K Buy
+124
New +$1.96K ﹤0.01% 1991
2023
Q2 		– Sell
-43
Closed -$727 – 2588
2023
Q1 		$703 Buy
+43
New +$649 ﹤0.01% 2171

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

EverSource Wealth Advisors's S Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SentinelOne (S) stake by 5.1% in Q2 2026, buying an estimated $17.6K and bringing the position to 23,805 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #650.

EverSource Wealth Advisors first reported a position in S in Q1 2023 and has held it in 13 quarters since. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • EverSource Wealth Advisors held 23,805 shares of SentinelOne worth $404K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,145 SentinelOne shares in Q2 2026, an estimated $17.6K.
  • SentinelOne made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #650 holding.
  • EverSource Wealth Advisors first reported a position in SentinelOne in Q1 2023 and has held it in 13 quarters since.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.