Planning Strategies Inc.’s SentinelOne S Stock Holding History

Planning Strategies Inc.’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	$781	Buy	+46	New	+$708	﹤0.01%	788

Other funds holding S

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

GPTE

Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MWM

Meritas Wealth Management Larkspur, California $256M AUM 24.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Planning Strategies Inc.'s S Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SentinelOne (S) in Q2 2026: 46 shares worth $781. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings.

123 funds tracked by Wall St. Rank hold S as of Q2 2026.

Planning Strategies Inc. held 46 shares of SentinelOne worth $781 as of Q2 2026.
SentinelOne was a new Planning Strategies Inc. position in Q2 2026.
SentinelOne made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #788 holding.
123 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.