United Capital Financial Advisors’s SentinelOne S Stock Holding History

United Capital Financial Advisors’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	$149K	Buy	+11,550	New	+$160K	﹤0.01%	1573
2023 Q2	–	Sell	-53,200	Closed	-$870K	–	962
2023 Q1	$870K	Sell	53,200 -102,282	-66%	-$1.54M	﹤0.01%	610
2022 Q4	$2.27M	Sell	155,482 -1,036	-0.7%	-$19.2K	0.01%	458
2022 Q3	$4M	Buy	156,518 +26,148	+20%	+$686K	0.02%	357
2022 Q2	$3.04M	Sell	130,370 -37,668	-22%	-$1.06M	0.02%	411
2022 Q1	$6.51M	Buy	168,038 +7,935	+5%	+$325K	0.03%	326
2021 Q4	$8.08M	Buy	+160,103	New	+$9.38M	0.04%	303

Other funds holding S

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

United Capital Financial Advisors's S Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in SentinelOne (S) in Q1 2026: 11,550 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in S as recently as Q1 2023.

United Capital Financial Advisors first reported a position in S in Q4 2021 and has held it in 7 quarters since. The position peaked at $8.08M in Q4 2021. 454 funds tracked by Wall St. Rank hold S as of Q1 2026.

United Capital Financial Advisors held 11,550 shares of SentinelOne worth $149K as of Q1 2026.
SentinelOne was a new United Capital Financial Advisors position in Q1 2026.
SentinelOne made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1573 holding.
United Capital Financial Advisors first reported a position in SentinelOne in Q4 2021 and has held it in 7 quarters since.
United Capital Financial Advisors's SentinelOne position peaked at $8.08M in Q4 2021.
454 funds tracked by Wall St. Rank held SentinelOne as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.