SAM
LENZ

Sectoral Asset Management’s LENZ Therapeutics LENZ Stock Holding History

Sectoral Asset Management’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42,500
Closed -$680K – 82
2025
Q4 		$680K Buy
+42,500
New +$1.24M 0.55% 47
2025
Q3 		– Sell
-977,245
Closed -$28.6M – 96
2025
Q2 		$28.6M Hold
977,245
– – 18.91% 1
2025
Q1 		$25.1M Hold
977,245
– – 19.56% 1
2024
Q4 		$28.2M Hold
977,245
– – 18.83% 1
2024
Q3 		$23.2M Sell
977,245
-107,159
-10% -$2.38M 13.7% 1
2024
Q2 		$18.7M Buy
1,084,404
+15,729
+1% +$275K 7.62% 2
2024
Q1 		$23.9M Buy
1,068,675
+1,005,557
+1,593% +$20.9M 9.38% 1
2023
Q4 		$1.16M Buy
+63,118
New +$1.04M 0.5% 62

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
7IH
72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

Sectoral Asset Management's LENZ Position: Q1 2026 in Review

Sectoral Asset Management sold out of LENZ Therapeutics (LENZ) in Q1 2026, closing a stake of 42,500 shares — an estimated $680K sold.

Sectoral Asset Management first reported a position in LENZ in Q4 2023 and held it in 8 quarters. The position peaked at $28.6M in Q2 2025. 145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

  • Sectoral Asset Management reported no remaining LENZ Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Sectoral Asset Management sold 42,500 LENZ Therapeutics shares in Q1 2026, an estimated $680K.
  • Sectoral Asset Management first reported a position in LENZ Therapeutics in Q4 2023 and held it in 8 quarters.
  • Sectoral Asset Management's LENZ Therapeutics position peaked at $28.6M in Q2 2025.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on Sectoral Asset Management's 13F filing for Q1 2026, filed 15 May 2026.