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Strategic Family Wealth Counselors’s SentinelOne S Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$100K Buy
+7,793
New +$108K 0.03% 158
2025
Q4 		– Sell
-10,893
Closed -$192K – 224
2025
Q3 		$192K Buy
+10,893
New +$195K 0.05% 154

Other funds holding S

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Strategic Family Wealth Counselors's S Position: Q1 2026 in Review

Strategic Family Wealth Counselors opened a new position in SentinelOne (S) in Q1 2026: 7,793 shares worth $100K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Strategic Family Wealth Counselors previously reported a position in S as recently as Q3 2025.

Strategic Family Wealth Counselors first reported a position in S in Q3 2025 and has held it in 2 quarters since. The position peaked at $192K in Q3 2025. 455 funds tracked by Wall St. Rank hold S as of Q1 2026.

  • Strategic Family Wealth Counselors held 7,793 shares of SentinelOne worth $100K as of Q1 2026.
  • SentinelOne was a new Strategic Family Wealth Counselors position in Q1 2026.
  • SentinelOne made up 0.03% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #158 holding.
  • Strategic Family Wealth Counselors first reported a position in SentinelOne in Q3 2025 and has held it in 2 quarters since.
  • Strategic Family Wealth Counselors's SentinelOne position peaked at $192K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held SentinelOne as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.