Carson Wealth (CWM LLC)’s Sana Biotechnology SANA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SANA Stock Details SANA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Sell	84,445 -661	-0.8%	-$2.6K	﹤0.01%	2559
2025 Q4	$346K	Sell	85,106 -9	-0%	-$40	﹤0.01%	2168
2025 Q3	$302K	Sell	85,115 -1,635	-2%	-$5.91K	﹤0.01%	2135
2025 Q2	$237K	Buy	86,750 +48,319	+126%	+$99.7K	﹤0.01%	2027
2025 Q1	$65K	Buy	38,431 +28,595	+291%	+$79.9K	﹤0.01%	2755
2024 Q4	$16K	Buy	9,836 +9,771	+15,032%	+$29.1K	﹤0.01%	3604
2024 Q3	$0	Sell	65 -2	-3%	-$11	﹤0.01%	5105
2024 Q2	$0	Buy	67 +3	+5%	+$24	﹤0.01%	4895
2024 Q1	$1K	Buy	+64	New	+$479	﹤0.01%	4208
2023 Q4	–	Sell	-67	Closed	–	–	4472
2023 Q3	$0	Buy	+67	New	+$360	﹤0.01%	4492

Other funds holding SANA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SANA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sana Biotechnology (SANA) stake by 0.78% in Q1 2026, selling an estimated $2.6K and leaving 84,445 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Carson Wealth (CWM LLC) first reported a position in SANA in Q3 2023 and has held it in 10 quarters since. The position peaked at $346K in Q4 2025. 202 funds tracked by Wall St. Rank hold SANA as of Q1 2026.

Carson Wealth (CWM LLC) held 84,445 shares of Sana Biotechnology worth $243K as of Q1 2026.
Carson Wealth (CWM LLC) sold 661 Sana Biotechnology shares in Q1 2026, an estimated $2.6K.
Sana Biotechnology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2559 holding.
Carson Wealth (CWM LLC) first reported a position in Sana Biotechnology in Q3 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Sana Biotechnology position peaked at $346K in Q4 2025.
202 funds tracked by Wall St. Rank held Sana Biotechnology as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.