SPWM
S icon

Straight Path Wealth Management’s SentinelOne S Stock Holding History

Straight Path 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
2025
Q4 		– Sell
-20,000
Closed -$352K – 147
2025
Q3 		$352K Buy
+20,000
New +$359K 0.1% 94

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

Straight Path Wealth Management's S Position: Q2 2026 in Review

Straight Path Wealth Management held its SentinelOne (S) position steady in Q2 2026 at 20,000 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #91.

Straight Path Wealth Management first reported a position in S in Q2 2023 and has held it in 13 quarters since. The position peaked at $700K in Q4 2023. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • Straight Path Wealth Management held 20,000 shares of SentinelOne worth $339K as of Q2 2026.
  • Straight Path Wealth Management left its SentinelOne share count unchanged in Q2 2026.
  • SentinelOne made up 0.08% of Straight Path Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Straight Path Wealth Management first reported a position in SentinelOne in Q2 2023 and has held it in 13 quarters since.
  • Straight Path Wealth Management's SentinelOne position peaked at $700K in Q4 2023.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.