SWIM
S icon

Smallwood Wealth Investment Management’s SentinelOne S Stock Holding History

Smallwood Wealth Investment 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 		$67.9K Hold
4,000
– – 0.03% 164
2026
Q1 		$51.5K Hold
4,000
– – 0.03% 179
2025
Q4 		$60K Hold
4,000
– – 0.03% 157
2025
Q3 		$70.4K Hold
4,000
– – 0.04% 147
2025
Q2 		$73.1K Hold
4,000
– – 0.04% 135
2025
Q1 		$72.7K Buy
+4,000
New +$86.8K 0.05% 133

Other funds holding S

CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
MWM
Meritas Wealth Management Larkspur, California $256M AUM 24.19% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Smallwood Wealth Investment Management's S Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its SentinelOne (S) position steady in Q2 2026 at 4,000 shares worth $67.9K. The position accounts for 0.03% of the portfolio, ranked #164.

Smallwood Wealth Investment Management first reported a position in S in Q1 2025 and has held it in 6 quarters since. The position peaked at $73.1K in Q2 2025. 121 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,000 shares of SentinelOne worth $67.9K as of Q2 2026.
  • Smallwood Wealth Investment Management left its SentinelOne share count unchanged in Q2 2026.
  • SentinelOne made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #164 holding.
  • Smallwood Wealth Investment Management first reported a position in SentinelOne in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's SentinelOne position peaked at $73.1K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.