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Mark Sheptoff Financial Planning’s SentinelOne S Stock Holding History

Mark Sheptoff Financial Planning’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 		$4.24K Hold
250
– – ﹤0.01% 462
2026
Q1 		$3.96K Hold
250
– – ﹤0.01% 458
2025
Q4 		$3.75K Hold
250
– – ﹤0.01% 456
2025
Q3 		$4.4K Hold
250
– – ﹤0.01% 423
2025
Q2 		$4.57K Hold
250
– – ﹤0.01% 405
2025
Q1 		$4.54K Hold
250
– – ﹤0.01% 381
2024
Q4 		$5.55K Hold
250
– – ﹤0.01% 361
2024
Q3 		$5.98K Hold
250
– – ﹤0.01% 351
2024
Q2 		$5.26K Sell
250
-9,400
-97% -$193K ﹤0.01% 359
2024
Q1 		$225K Buy
+9,650
New +$252K 0.12% 89

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

Mark Sheptoff Financial Planning's S Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its SentinelOne (S) position steady in Q2 2026 at 250 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Mark Sheptoff Financial Planning first reported a position in S in Q1 2024 and has held it in 10 quarters since. The position peaked at $225K in Q1 2024. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Mark Sheptoff Financial Planning held 250 shares of SentinelOne worth $4.24K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its SentinelOne share count unchanged in Q2 2026.
  • SentinelOne made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #462 holding.
  • Mark Sheptoff Financial Planning first reported a position in SentinelOne in Q1 2024 and has held it in 10 quarters since.
  • Mark Sheptoff Financial Planning's SentinelOne position peaked at $225K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.