LWM
SANA icon

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
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 $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 $5.72T 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 $15.8B AUM 31.44% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Lyell Wealth Management's SANA Position: Q1 2026 in Review

Lyell Wealth Management held its Sana Biotechnology (SANA) position steady in Q1 2026 at 10,500 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Lyell Wealth Management first reported a position in SANA in Q3 2025 and has held it in 3 quarters since. The position peaked at $42.7K in Q4 2025. 202 funds tracked by Wall St. Rank hold SANA as of Q1 2026.

  • Lyell Wealth Management held 10,500 shares of Sana Biotechnology worth $30.2K as of Q1 2026.
  • Lyell Wealth Management left its Sana Biotechnology share count unchanged in Q1 2026.
  • Sana Biotechnology made up ﹤0.01% of Lyell Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Lyell Wealth Management first reported a position in Sana Biotechnology in Q3 2025 and has held it in 3 quarters since.
  • Lyell Wealth Management's Sana Biotechnology position peaked at $42.7K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Sana Biotechnology as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.