SPIA
LENZ

Steward Partners Investment Advisory’s LENZ Therapeutics LENZ Stock Holding History

Steward Partners Investment Advisory’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
-19
Closed -$304 – 4581
2025
Q4 		$304 Sell
19
-275
-94% -$8.02K ﹤0.01% 4175
2025
Q3 		$13.7K Buy
294
+275
+1,447% +$10.1K ﹤0.01% 3262
2025
Q2 		$557 Buy
+19
New +$517 ﹤0.01% 3955

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

Steward Partners Investment Advisory's LENZ Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of LENZ Therapeutics (LENZ) in Q1 2026, closing a stake of 19 shares — an estimated $304 sold.

Steward Partners Investment Advisory first reported a position in LENZ in Q2 2025 and held it in 3 quarters. The position peaked at $13.7K in Q3 2025. 145 funds tracked by Wall St. Rank hold LENZ as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining LENZ Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 19 LENZ Therapeutics shares in Q1 2026, an estimated $304.
  • Steward Partners Investment Advisory first reported a position in LENZ Therapeutics in Q2 2025 and held it in 3 quarters.
  • Steward Partners Investment Advisory's LENZ Therapeutics position peaked at $13.7K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.