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Mark Sheptoff Financial Planning’s Sana Biotechnology SANA Stock Holding History

Mark Sheptoff Financial 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
Q1 		– Sell
-500
Closed -$2.04K – 562
2025
Q4 		$2.04K Buy
+500
New +$2.24K ﹤0.01% 475

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

Mark Sheptoff Financial Planning's SANA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Sana Biotechnology (SANA) in Q1 2026, closing a stake of 500 shares — an estimated $2.04K sold.

Mark Sheptoff Financial Planning first reported a position in SANA in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 202 funds tracked by Wall St. Rank hold SANA as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Sana Biotechnology position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Sana Biotechnology shares in Q1 2026, an estimated $2.04K.
  • Mark Sheptoff Financial Planning first reported a position in Sana Biotechnology in Q4 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Sana Biotechnology position peaked at $2.04K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Sana Biotechnology as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.