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
Q2 		– Sell
-13,000
Closed -$167K – 163
2026
Q1 		$167K Hold
13,000
– – 0.07% 123
2025
Q4 		$195K Hold
13,000
– – 0.08% 129
2025
Q3 		$229K Buy
+13,000
New +$233K 0.1% 121

Other funds holding S

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 454 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.
  • 454 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.