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Legacy Wealth Management (Idaho)’s SentinelOne S Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-6
Closed -$78 – 790
2026
Q1 		$78 Hold
6
– – ﹤0.01% 1016
2025
Q4 		$90 Hold
6
– – ﹤0.01% 899
2025
Q3 		$106 Hold
6
– – ﹤0.01% 758
2025
Q2 		$110 Hold
6
– – ﹤0.01% 734
2025
Q1 		$110 Hold
6
– – ﹤0.01% 796
2024
Q4 		$144 Hold
6
– – ﹤0.01% 724
2024
Q3 		$167 Buy
+6
New +$136 ﹤0.01% 674

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

Legacy Wealth Management (Idaho)'s S Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of SentinelOne (S) in Q2 2026, closing a stake of 6 shares — an estimated $78 sold.

Legacy Wealth Management (Idaho) first reported a position in S in Q3 2024 and held it in 7 quarters. The position peaked at $167 in Q3 2024. 487 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining SentinelOne position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 6 SentinelOne shares in Q2 2026, an estimated $78.
  • Legacy Wealth Management (Idaho) first reported a position in SentinelOne in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s SentinelOne position peaked at $167 in Q3 2024.
  • 487 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.