Optimum Investment Advisors’s SentinelOne S Stock Holding History

Optimum 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	$5.46K	Sell	310 -1,500	-83%	-$26.9K	﹤0.01%	536
2025 Q2	$33.1K	Hold	1,810	–	–	0.01%	386
2025 Q1	$32.9K	Hold	1,810	–	–	0.02%	383
2024 Q4	$40.2K	Buy	1,810 +100	+6%	+$2.55K	0.02%	367
2024 Q3	$40.9K	Buy	1,710 +100	+6%	+$2.26K	0.02%	373
2024 Q2	$33.9K	Sell	1,610 -4,000	-71%	-$82.1K	0.02%	390
2024 Q1	$131K	Buy	5,610 +5,600	+56,000%	+$146K	0.06%	237
2023 Q4	$274	Hold	10	–	–	﹤0.01%	625
2023 Q3	$169	Sell	10 -10	-50%	-$158	﹤0.01%	697
2023 Q2	$302	Hold	20	–	–	﹤0.01%	694
2023 Q1	$327	Hold	20	–	–	﹤0.01%	721
2022 Q4	$292	Hold	20	–	–	﹤0.01%	744
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	782
2022 Q2	$0	Hold	20	–	–	﹤0.01%	883
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	815
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	812
2021 Q3	$1K	Buy	+20	New	+$1.1K	﹤0.01%	818

Other funds holding S

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's S Position: Q3 2025 in Review

Optimum Investment Advisors reduced its SentinelOne (S) stake by 83% in Q3 2025, selling an estimated $26.9K and leaving 310 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Optimum Investment Advisors first reported a position in S in Q3 2021 and has held it in 17 quarters since. The position peaked at $131K in Q1 2024. 454 funds tracked by Wall St. Rank hold S as of Q3 2025.

Optimum Investment Advisors held 310 shares of SentinelOne worth $5.46K as of Q3 2025.
Optimum Investment Advisors sold 1,500 SentinelOne shares in Q3 2025, an estimated $26.9K.
SentinelOne made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #536 holding.
Optimum Investment Advisors first reported a position in SentinelOne in Q3 2021 and has held it in 17 quarters since.
Optimum Investment Advisors's SentinelOne position peaked at $131K in Q1 2024.
454 funds tracked by Wall St. Rank held SentinelOne as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.