EverSource Wealth Advisors’s Sana Biotechnology SANA Stock Holding History

EverSource Wealth 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	$7.97K	Sell	2,285 -1,100	-32%	-$3.54K	﹤0.01%	3039
2026 Q1	$9.75K	Sell	3,385 -17	-0.5%	-$67	﹤0.01%	2932
2025 Q4	$13.8K	Hold	3,402	–	–	﹤0.01%	2623
2025 Q3	$12.1K	Sell	3,402 -19	-0.6%	-$69	﹤0.01%	2711
2025 Q2	$9.34K	Buy	3,421 +2,261	+195%	+$4.67K	﹤0.01%	2854
2025 Q1	$1.95K	Buy	1,160 +1,018	+717%	+$2.85K	﹤0.01%	2943
2024 Q4	$231	Sell	142 -180	-56%	-$537	﹤0.01%	3411
2024 Q3	$1.34K	Buy	322 +193	+150%	+$1.01K	﹤0.01%	2649
2024 Q2	$786	Hold	129	–	–	﹤0.01%	2789
2024 Q1	$1.16K	Hold	129	–	–	﹤0.01%	2537
2023 Q4	$526	Buy	+129	New	+$475	﹤0.01%	2516

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

EverSource Wealth Advisors's SANA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sana Biotechnology (SANA) stake by 32% in Q2 2026, selling an estimated $3.54K and leaving 2,285 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

EverSource Wealth Advisors first reported a position in SANA in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8K in Q4 2025. 211 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

EverSource Wealth Advisors held 2,285 shares of Sana Biotechnology worth $7.97K as of Q2 2026.
EverSource Wealth Advisors sold 1,100 Sana Biotechnology shares in Q2 2026, an estimated $3.54K.
Sana Biotechnology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3039 holding.
EverSource Wealth Advisors first reported a position in Sana Biotechnology in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Sana Biotechnology position peaked at $13.8K in Q4 2025.
211 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.