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True Wealth Design’s SentinelOne S Stock Holding History

True Wealth Design’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 		$122K Buy
7,175
+1,783
+33% +$27.4K 0.03% 205
2026
Q1 		$69.4K Buy
5,392
+4,495
+501% +$62.4K 0.02% 307
2025
Q4 		$13.5K Buy
897
+815
+994% +$13.3K ﹤0.01% 749
2025
Q3 		$1.45K Sell
82
-127
-61% -$2.28K ﹤0.01% 1612
2025
Q2 		$3.82K Sell
209
-1,178
-85% -$21.5K ﹤0.01% 912
2025
Q1 		$25.2K Buy
1,387
+1,293
+1,376% +$28.1K 0.01% 305
2024
Q4 		$2.09K Sell
94
-620
-87% -$15.8K ﹤0.01% 721
2024
Q3 		$17.1K Buy
+714
New +$16.1K 0.01% 344

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

True Wealth Design's S Position: Q2 2026 in Review

True Wealth Design increased its SentinelOne (S) stake by 33% in Q2 2026, buying an estimated $27.4K and bringing the position to 7,175 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #205.

True Wealth Design first reported a position in S in Q3 2024 and has held it in 8 quarters since. 487 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • True Wealth Design held 7,175 shares of SentinelOne worth $122K as of Q2 2026.
  • True Wealth Design bought 1,783 SentinelOne shares in Q2 2026, an estimated $27.4K.
  • SentinelOne made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #205 holding.
  • True Wealth Design first reported a position in SentinelOne in Q3 2024 and has held it in 8 quarters since.
  • 487 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.