SWM
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Shelton Wealth Management’s SentinelOne S Stock Holding History

Shelton 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
Q1 		– Sell
-8
Closed -$111 – 174
2025
Q4 		$120 Hold
8
– – ﹤0.01% 165
2025
Q3 		$141 Buy
+8
New +$144 ﹤0.01% 152
2025
Q2 		– Sell
-16,207
Closed -$295K – 173
2025
Q1 		$295K Sell
16,207
-32,613
-67% -$708K 0.16% 105
2024
Q4 		$1.08M Buy
+48,820
New +$1.25M 0.56% 61

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

Shelton Wealth Management's S Position: Q1 2026 in Review

Shelton Wealth Management sold out of SentinelOne (S) in Q1 2026, closing a stake of 8 shares — an estimated $111 sold.

Shelton Wealth Management first reported a position in S in Q4 2024 and held it in 4 quarters. The position peaked at $1.08M in Q4 2024. 457 funds tracked by Wall St. Rank hold S as of Q1 2026.

  • Shelton Wealth Management reported no remaining SentinelOne position as of Q1 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 8 SentinelOne shares in Q1 2026, an estimated $111.
  • Shelton Wealth Management first reported a position in SentinelOne in Q4 2024 and held it in 4 quarters.
  • Shelton Wealth Management's SentinelOne position peaked at $1.08M in Q4 2024.
  • 457 funds tracked by Wall St. Rank held SentinelOne as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.