IWC
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Integrated Wealth Concepts’s SentinelOne S Stock Holding History

Integrated Wealth Concepts’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 		$678K Buy
+52,622
New +$731K 0.01% 1356
2025
Q3 		– Sell
-10,889
Closed -$199K – 2084
2025
Q2 		$199K Buy
+10,889
New +$199K ﹤0.01% 1774

Other funds holding S

BlackRock
BlackRock New York $5.72T 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 $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Integrated Wealth Concepts's S Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in SentinelOne (S) in Q1 2026: 52,622 shares worth $678K. The stake represents 0.01% of the portfolio and ranks #1356 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in S as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in S in Q2 2025 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold S as of Q1 2026.

  • Integrated Wealth Concepts held 52,622 shares of SentinelOne worth $678K as of Q1 2026.
  • SentinelOne was a new Integrated Wealth Concepts position in Q1 2026.
  • SentinelOne made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1356 holding.
  • Integrated Wealth Concepts first reported a position in SentinelOne in Q2 2025 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held SentinelOne as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.