Liberty Wealth Management’s SentinelOne S Stock Holding History

Liberty Wealth Management’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	$186K	Hold	14,450	–	–	0.02%	259
2026 Q1	$186K	Buy	14,450 +3	+0%	+$42	0.02%	259
2025 Q4	$217K	Hold	14,447	–	–	0.03%	235
2025 Q3	$254K	Hold	14,447	–	–	0.04%	205
2025 Q2	$264K	Hold	14,447	–	–	0.04%	182
2025 Q1	$263K	Sell	14,447 -19,333	-57%	-$419K	0.05%	126
2024 Q4	$750K	Hold	33,780	–	–	0.13%	90
2024 Q3	$808K	Hold	33,780	–	–	0.14%	86
2024 Q2	$711K	Hold	33,780	–	–	0.13%	91
2024 Q1	$787K	Hold	33,780	–	–	0.15%	84
2023 Q4	$927K	Hold	33,780	–	–	0.2%	67
2023 Q3	$570K	Hold	33,780	–	–	0.14%	86
2023 Q2	$510K	Hold	33,780	–	–	0.13%	89
2023 Q1	$553K	Buy	+33,780	New	+$510K	0.11%	114
2022 Q3	$863K	Hold	33,780	–	–	0.23%	56
2022 Q2	$788K	Hold	33,780	–	–	0.32%	55
2022 Q1	$1.31M	Hold	33,780	–	–	0.47%	44
2021 Q4	$1.71M	Buy	+33,780	New	+$1.98M	0.07%	56

Other funds holding S

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Liberty Wealth Management's S Position: Q2 2026 in Review

Liberty Wealth Management held its SentinelOne (S) position steady in Q2 2026 at 14,450 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #259.

Liberty Wealth Management first reported a position in S in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2021. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

Liberty Wealth Management held 14,450 shares of SentinelOne worth $186K as of Q2 2026.
Liberty Wealth Management left its SentinelOne share count unchanged in Q2 2026.
SentinelOne made up 0.02% of Liberty Wealth Management's portfolio in Q2 2026, its #259 holding.
Liberty Wealth Management first reported a position in SentinelOne in Q4 2021 and has held it in 18 quarters since.
Liberty Wealth Management's SentinelOne position peaked at $1.71M in Q4 2021.
488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.