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Mount Yale Investment Advisors’s SentinelOne S Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-12,691
Closed -$232K – 1425
2025
Q2 		$232K Buy
12,691
+249
+2% +$4.55K 0.02% 524
2025
Q1 		$226K Buy
+12,442
New +$270K 0.02% 494

Other funds holding S

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's S Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of SentinelOne (S) in Q3 2025, closing a stake of 12,691 shares — an estimated $232K sold.

Mount Yale Investment Advisors first reported a position in S in Q1 2025 and held it in 2 quarters. The position peaked at $232K in Q2 2025. 454 funds tracked by Wall St. Rank hold S as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining SentinelOne position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,691 SentinelOne shares in Q3 2025, an estimated $232K.
  • Mount Yale Investment Advisors first reported a position in SentinelOne in Q1 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's SentinelOne position peaked at $232K in Q2 2025.
  • 454 funds tracked by Wall St. Rank held SentinelOne as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.