TWD
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return