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WealthPlan Investment Management’s Sana Biotechnology SANA Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-17,574
Closed -$48K – 358
2025
Q2 		$48K Buy
+17,574
New +$36.3K ﹤0.01% 343

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's SANA Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Sana Biotechnology (SANA) in Q3 2025, closing a stake of 17,574 shares — an estimated $48K sold.

WealthPlan Investment Management first reported a position in SANA in Q2 2025 and held it in 1 quarter. The position peaked at $48K in Q2 2025. 178 funds tracked by Wall St. Rank hold SANA as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Sana Biotechnology position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 17,574 Sana Biotechnology shares in Q3 2025, an estimated $48K.
  • WealthPlan Investment Management first reported a position in Sana Biotechnology in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Sana Biotechnology position peaked at $48K in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Sana Biotechnology as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.