EWA
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return