Creative Planning’s Sana Biotechnology SANA Stock Holding History

Creative Planning’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	$212K	Sell	60,648 -1,088	-2%	-$3.5K	﹤0.01%	3839
2026 Q1	$178K	Buy	61,736 +837	+1%	+$3.3K	﹤0.01%	3773
2025 Q4	$248K	Buy	60,899 +6,722	+12%	+$30.1K	﹤0.01%	3381
2025 Q3	$192K	Buy	54,177 +2,719	+5%	+$9.83K	﹤0.01%	3507
2025 Q2	$140K	Sell	51,458 -13,342	-21%	-$27.5K	﹤0.01%	3354
2025 Q1	$109K	Buy	64,800 +28,204	+77%	+$78.8K	﹤0.01%	3238
2024 Q4	$59.7K	Buy	+36,596	New	+$109K	﹤0.01%	3225

Other funds holding SANA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Creative Planning's SANA Position: Q2 2026 in Review

Creative Planning reduced its Sana Biotechnology (SANA) stake by 1.8% in Q2 2026, selling an estimated $3.5K and leaving 60,648 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #3839.

Creative Planning first reported a position in SANA in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 211 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

Creative Planning held 60,648 shares of Sana Biotechnology worth $212K as of Q2 2026.
Creative Planning sold 1,088 Sana Biotechnology shares in Q2 2026, an estimated $3.5K.
Sana Biotechnology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3839 holding.
Creative Planning first reported a position in Sana Biotechnology in Q4 2024 and has held it in 7 quarters since.
Creative Planning's Sana Biotechnology position peaked at $248K in Q4 2025.
211 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.