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Lyell Wealth Management’s Sana Biotechnology SANA Stock Holding History

Lyell Wealth Management’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 		$36.6K Hold
10,500
– – ﹤0.01% 232
2026
Q1 		$30.2K Hold
10,500
– – ﹤0.01% 216
2025
Q4 		$42.7K Hold
10,500
– – ﹤0.01% 213
2025
Q3 		$37.3K Buy
+10,500
New +$38K ﹤0.01% 211

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

Lyell Wealth Management's SANA Position: Q2 2026 in Review

Lyell Wealth Management held its Sana Biotechnology (SANA) position steady in Q2 2026 at 10,500 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Lyell Wealth Management first reported a position in SANA in Q3 2025 and has held it in 4 quarters since. The position peaked at $42.7K in Q4 2025. 211 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

  • Lyell Wealth Management held 10,500 shares of Sana Biotechnology worth $36.6K as of Q2 2026.
  • Lyell Wealth Management left its Sana Biotechnology share count unchanged in Q2 2026.
  • Sana Biotechnology made up ﹤0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Lyell Wealth Management first reported a position in Sana Biotechnology in Q3 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's Sana Biotechnology position peaked at $42.7K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.