Spire Wealth Management’s SentinelOne S Stock Holding History

Spire 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 Q3	$167K	Hold	7,015	–	–	0.01%	806
2026 Q2	$119K	Hold	7,015	–	–	﹤0.01%	928
2026 Q1	$90.4K	Buy	+7,015	New	+$97.4K	﹤0.01%	995
2025 Q4	–	Sell	-7,930	Closed	-$140K	–	2455
2025 Q3	$140K	Buy	7,930 +1,285	+19%	+$23K	﹤0.01%	891
2025 Q2	$121K	Hold	6,645	–	–	﹤0.01%	912
2025 Q1	$121K	Hold	6,645	–	–	﹤0.01%	969
2024 Q4	$148K	Hold	6,645	–	–	﹤0.01%	910
2024 Q3	$159K	Hold	6,645	–	–	0.01%	790
2024 Q2	$140K	Sell	6,645 -375	-5%	-$7.69K	﹤0.01%	810
2024 Q1	$164K	Buy	7,020 +350	+5%	+$9.14K	﹤0.01%	831
2023 Q4	$166K	Buy	6,670 +25	+0.4%	+$484	0.01%	818
2023 Q3	$112K	Hold	6,645	–	–	﹤0.01%	915
2023 Q2	$100K	Hold	6,645	–	–	﹤0.01%	967
2023 Q1	$109K	Hold	6,645	–	–	﹤0.01%	945
2022 Q4	$97K	Hold	6,645	–	–	0.01%	758
2022 Q3	$170K	Hold	6,645	–	–	0.01%	575
2022 Q2	$155K	Buy	+6,645	New	+$186K	0.01%	857

Other funds holding S

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Sycomore Asset Management Paris, France $917M AUM 50.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Spire Wealth Management's S Position: Q3 2026 in Review

Spire Wealth Management held its SentinelOne (S) position steady in Q3 2026 at 7,015 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #806.

Spire Wealth Management first reported a position in S in Q2 2022 and has held it in 17 quarters since. The position peaked at $170K in Q3 2022. 128 funds tracked by Wall St. Rank hold S as of Q3 2026.

Spire Wealth Management held 7,015 shares of SentinelOne worth $167K as of Q3 2026.
Spire Wealth Management left its SentinelOne share count unchanged in Q3 2026.
SentinelOne made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #806 holding.
Spire Wealth Management first reported a position in SentinelOne in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's SentinelOne position peaked at $170K in Q3 2022.
128 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.