Wealth Management Partners’s SentinelOne S Stock Holding History

Wealth Management Partners’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
2025 Q4	–	Sell	-11,212	Closed	-$197K	–	150
2025 Q3	$197K	Sell	11,212 -3,913	-26%	-$70.2K	0.06%	134
2025 Q2	$275K	Sell	15,125 -1,240	-8%	-$22.7K	0.1%	117
2025 Q1	$298K	Buy	16,365 +1,569	+11%	+$34K	0.14%	95
2024 Q4	$328K	Buy	14,796 +1,785	+14%	+$45.5K	0.14%	94
2024 Q3	$311K	Buy	13,011 +2,490	+24%	+$56.2K	0.14%	90
2024 Q2	$221K	Buy	+10,521	New	+$216K	0.11%	101

Other funds holding S

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealth Management Partners's S Position: Q4 2025 in Review

Wealth Management Partners sold out of SentinelOne (S) in Q4 2025, closing a stake of 11,212 shares — an estimated $197K sold.

Wealth Management Partners first reported a position in S in Q2 2024 and held it in 6 quarters. The position peaked at $328K in Q4 2024. 437 funds tracked by Wall St. Rank hold S as of Q4 2025.

Wealth Management Partners reported no remaining SentinelOne position as of Q4 2025 after selling out during the quarter.
Wealth Management Partners sold 11,212 SentinelOne shares in Q4 2025, an estimated $197K.
Wealth Management Partners first reported a position in SentinelOne in Q2 2024 and held it in 6 quarters.
Wealth Management Partners's SentinelOne position peaked at $328K in Q4 2024.
437 funds tracked by Wall St. Rank held SentinelOne as of Q4 2025.

Based on Wealth Management Partners's 13F filing for Q4 2025, filed 12 Jan 2026.