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Athena Wealth Management’s Sanofi SNY Stock Holding History

Athena Wealth Management’s Portfolio SNY Stock Details SNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,111
Closed -$680K – 124
2026
Q1 		$680K Buy
14,111
+5,259
+59% +$245K 0.56% 48
2025
Q4 		$429K Buy
+8,852
New +$439K 0.42% 56

Other funds holding SNY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Athena Wealth Management's SNY Position: Q2 2026 in Review

Athena Wealth Management sold out of Sanofi (SNY) in Q2 2026, closing a stake of 14,111 shares — an estimated $680K sold.

Athena Wealth Management first reported a position in SNY in Q4 2025 and held it in 2 quarters. The position peaked at $680K in Q1 2026. 140 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Athena Wealth Management reported no remaining Sanofi position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 14,111 Sanofi shares in Q2 2026, an estimated $680K.
  • Athena Wealth Management first reported a position in Sanofi in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Sanofi position peaked at $680K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.