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Root Financial Partners’s SentinelOne S Stock Holding History

Root Financial Partners’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
-4,355
Closed -$56.1K – 2625
2026
Q1 		$56.1K Buy
4,355
+4,262
+4,583% +$59.2K ﹤0.01% 830
2025
Q4 		$1.4K Sell
93
-89
-49% -$1.46K ﹤0.01% 2050
2025
Q3 		$3.21K Buy
+182
New +$3.27K ﹤0.01% 1867

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

Root Financial Partners's S Position: Q2 2026 in Review

Root Financial Partners sold out of SentinelOne (S) in Q2 2026, closing a stake of 4,355 shares — an estimated $56.1K sold.

Root Financial Partners first reported a position in S in Q3 2025 and held it in 3 quarters. The position peaked at $56.1K in Q1 2026. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Root Financial Partners reported no remaining SentinelOne position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,355 SentinelOne shares in Q2 2026, an estimated $56.1K.
  • Root Financial Partners first reported a position in SentinelOne in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SentinelOne position peaked at $56.1K in Q1 2026.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.