Steward Partners Investment Advisory
S icon

Steward Partners Investment Advisory’s SentinelOne S Stock Holding History

Steward Partners Investment Advisory’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 		$125K Sell
7,337
-1,602
-18% -$24.6K ﹤0.01% 2480
2026
Q1 		$115K Sell
8,939
-2,585
-22% -$35.9K ﹤0.01% 2297
2025
Q4 		$173K Sell
11,524
-318
-3% -$5.21K ﹤0.01% 1991
2025
Q3 		$209K Sell
11,842
-3,087
-21% -$55.4K ﹤0.01% 1848
2025
Q2 		$273K Sell
14,929
-1,450
-9% -$26.5K ﹤0.01% 1600
2025
Q1 		$298K Buy
16,379
+7,730
+89% +$168K ﹤0.01% 1452
2024
Q4 		$192K Buy
8,649
+2,978
+53% +$76K ﹤0.01% 1644
2024
Q3 		$136K Sell
5,671
-11,433
-67% -$258K ﹤0.01% 1722
2024
Q2 		$360K Sell
17,104
-2,854
-14% -$58.6K ﹤0.01% 1200
2024
Q1 		$465K Buy
19,958
+13,900
+229% +$363K 0.01% 1086
2023
Q4 		$166K Buy
6,058
+4,828
+393% +$93.5K ﹤0.01% 1454
2023
Q3 		$20.7K Buy
1,230
+1,000
+435% +$15.8K ﹤0.01% 2289
2023
Q2 		$3.47K Hold
230
– – ﹤0.01% 2907
2023
Q1 		$3.76K Hold
230
– – ﹤0.01% 2872
2022
Q4 		$3.36K Hold
230
– – ﹤0.01% 2904
2022
Q3 		$6K Buy
+230
New +$6.04K ﹤0.01% 2722

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
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Steward Partners Investment Advisory's S Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its SentinelOne (S) stake by 18% in Q2 2026, selling an estimated $24.6K and leaving 7,337 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Steward Partners Investment Advisory first reported a position in S in Q3 2022 and has held it in 16 quarters since. The position peaked at $465K in Q1 2024. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Steward Partners Investment Advisory held 7,337 shares of SentinelOne worth $125K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,602 SentinelOne shares in Q2 2026, an estimated $24.6K.
  • SentinelOne made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2480 holding.
  • Steward Partners Investment Advisory first reported a position in SentinelOne in Q3 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's SentinelOne position peaked at $465K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.