Kingswood Wealth Advisors’s SentinelOne S Stock Holding History

Kingswood 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 Q1	–	Sell	-19,900	Closed	-$299K	–	963
2025 Q4	$299K	Buy	+19,900	New	+$326K	0.01%	679

Other funds holding S

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Kingswood Wealth Advisors's S Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of SentinelOne (S) in Q1 2026, closing a stake of 19,900 shares — an estimated $299K sold.

Kingswood Wealth Advisors first reported a position in S in Q4 2025 and held it in 1 quarter. The position peaked at $299K in Q4 2025. 457 funds tracked by Wall St. Rank hold S as of Q1 2026.

Kingswood Wealth Advisors reported no remaining SentinelOne position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 19,900 SentinelOne shares in Q1 2026, an estimated $299K.
Kingswood Wealth Advisors first reported a position in SentinelOne in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's SentinelOne position peaked at $299K in Q4 2025.
457 funds tracked by Wall St. Rank held SentinelOne as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.