Physician Wealth Advisors, Inc. SANA SANA BIOTECHNOLOGY INC

Ownership history in Physician Wealth Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Physician Wealth Advisors, Inc. reported SANA BIOTECHNOLOGY INC (SANA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows SANA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SANA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Physician Wealth Advisors, Inc.'s position in SANA BIOTECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SANA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Physician Wealth Advisors, Inc. held SANA — position size vs. price
% of Fund (quarterly)    SANA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 975 0% 0.00% $3K 2026-07-20 $3.14
2026 Q1 UNCHANGED 975 0% 0.00% $3K 2026-04-24 $3.29
2025 Q4 UNCHANGED 975 0% 0.00% $4K 2026-01-29 $4.60
2025 Q3 UNCHANGED 975 0% 0.00% $3K 2025-11-04 $4.15
2025 Q2 ADDED 975 +565 +137.8% 0.00% $3K 2025-07-14 $4.22
2025 Q1 UNCHANGED 410 0% 0.00% $689 2025-04-28 $1.76
2024 Q4 INITIATED 410 0.00% $669 2025-02-12 $2.84

FAQ About Physician Wealth Advisors, Inc. and SANA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Physician Wealth Advisors, Inc. reported owning SANA?

Physician Wealth Advisors, Inc. reported SANA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SANA position in Physician Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SANA was 0.00% in 2025 Q4.

What is the latest reported SANA position on this page?

The most recent filing on this page is 2026 Q2, when Physician Wealth Advisors, Inc. reported 975 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this SANA ownership page compare?

The chart compares Physician Wealth Advisors, Inc.'s quarterly SANA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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