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Clearstead Advisors’s Sana Biotechnology SANA Stock Holding History

Clearstead Advisors’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
Q2 		$596K Sell
170,739
-166,042
-49% -$535K 0.01% 695
2026
Q1 		$970K Buy
336,781
+332,130
+7,141% +$1.31M 0.01% 529
2025
Q4 		$18.9K Sell
4,651
-2,246
-33% -$10.1K ﹤0.01% 1733
2025
Q3 		$24.5K Sell
6,897
-419
-6% -$1.51K ﹤0.01% 1549
2025
Q2 		$20K Buy
7,316
+2,665
+57% +$5.5K ﹤0.01% 1625
2025
Q1 		$7.81K Buy
+4,651
New +$13K ﹤0.01% 1674

Other funds holding SANA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Clearstead Advisors's SANA Position: Q2 2026 in Review

Clearstead Advisors reduced its Sana Biotechnology (SANA) stake by 49% in Q2 2026, selling an estimated $535K and leaving 170,739 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #695.

Clearstead Advisors first reported a position in SANA in Q1 2025 and has held it in 6 quarters since. The position peaked at $970K in Q1 2026. 211 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

  • Clearstead Advisors held 170,739 shares of Sana Biotechnology worth $596K as of Q2 2026.
  • Clearstead Advisors sold 166,042 Sana Biotechnology shares in Q2 2026, an estimated $535K.
  • Sana Biotechnology made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #695 holding.
  • Clearstead Advisors first reported a position in Sana Biotechnology in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Sana Biotechnology position peaked at $970K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.