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N.E.W. Advisory Services’s SentinelOne S Stock Holding History

N.E.W. Advisory Services’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
-1,355
Closed -$17.5K – 1019
2026
Q1 		$17.5K Hold
1,355
– – ﹤0.01% 531
2025
Q4 		$20.3K Hold
1,355
– – ﹤0.01% 504
2025
Q3 		$23.9K Buy
+1,355
New +$24.3K ﹤0.01% 433

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

N.E.W. Advisory Services's S Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of SentinelOne (S) in Q2 2026, closing a stake of 1,355 shares — an estimated $17.5K sold.

N.E.W. Advisory Services first reported a position in S in Q3 2025 and held it in 3 quarters. The position peaked at $23.9K in Q3 2025. 487 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • N.E.W. Advisory Services reported no remaining SentinelOne position as of Q2 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 1,355 SentinelOne shares in Q2 2026, an estimated $17.5K.
  • N.E.W. Advisory Services first reported a position in SentinelOne in Q3 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's SentinelOne position peaked at $23.9K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.