True Wealth Design’s Sana Biotechnology SANA Stock Holding History

True Wealth Design’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 Q3	$4.73K	Sell	1,623 -867	-35%	-$3.02K	﹤0.01%	1360
2026 Q2	$8.69K	Hold	2,490	–	–	﹤0.01%	1114
2026 Q1	$7.17K	Hold	2,490	–	–	﹤0.01%	1088
2025 Q4	$10.1K	Hold	2,490	–	–	﹤0.01%	858
2025 Q3	$8.84K	Hold	2,490	–	–	﹤0.01%	880
2025 Q2	$6.8K	Buy	2,490 +1,406	+130%	+$2.9K	﹤0.01%	701
2025 Q1	$1.82K	Buy	1,084 +458	+73%	+$1.28K	﹤0.01%	1040
2024 Q4	$1.02K	Buy	+626	New	+$1.87K	﹤0.01%	934

Other funds holding SANA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

T3 Companies New York $103M AUM 54.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

True Wealth Design's SANA Position: Q3 2026 in Review

True Wealth Design reduced its Sana Biotechnology (SANA) stake by 35% in Q3 2026, selling an estimated $3.02K and leaving 1,623 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

True Wealth Design first reported a position in SANA in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.1K in Q4 2025. 21 funds tracked by Wall St. Rank hold SANA as of Q3 2026.

True Wealth Design held 1,623 shares of Sana Biotechnology worth $4.73K as of Q3 2026.
True Wealth Design sold 867 Sana Biotechnology shares in Q3 2026, an estimated $3.02K.
Sana Biotechnology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1360 holding.
True Wealth Design first reported a position in Sana Biotechnology in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Sana Biotechnology position peaked at $10.1K in Q4 2025.
21 funds tracked by Wall St. Rank held Sana Biotechnology as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.