True Wealth Design
S icon

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
Q3 		$160K Sell
6,724
-451
-6% -$9.32K 0.04% 161
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 		$1.44K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

True Wealth Design's S Position: Q3 2026 in Review

True Wealth Design reduced its SentinelOne (S) stake by 6.3% in Q3 2026, selling an estimated $9.32K and leaving 6,724 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #161.

True Wealth Design first reported a position in S in Q3 2024 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • True Wealth Design held 6,724 shares of SentinelOne worth $160K as of Q3 2026.
  • True Wealth Design sold 451 SentinelOne shares in Q3 2026, an estimated $9.32K.
  • SentinelOne made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #161 holding.
  • True Wealth Design first reported a position in SentinelOne in Q3 2024 and has held it in 9 quarters since.
  • 64 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.