Modera Wealth Management
S icon

Modera Wealth Management’s SentinelOne S Stock Holding History

Modera 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
Q3 		$323K Hold
13,595
– – ﹤0.01% 553
2026
Q2 		$231K Hold
13,595
– – ﹤0.01% 605
2026
Q1 		$175K Buy
+13,595
New +$189K ﹤0.01% 614

Other funds holding S

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Modera Wealth Management's S Position: Q3 2026 in Review

Modera Wealth Management held its SentinelOne (S) position steady in Q3 2026 at 13,595 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Modera Wealth Management first reported a position in S in Q1 2026 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Modera Wealth Management held 13,595 shares of SentinelOne worth $323K as of Q3 2026.
  • Modera Wealth Management left its SentinelOne share count unchanged in Q3 2026.
  • SentinelOne made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #553 holding.
  • Modera Wealth Management first reported a position in SentinelOne in Q1 2026 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.