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Avantra Family Wealth’s Sanofi SNY Stock Holding History

Avantra Family Wealth’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
-13,066
Closed -$630K – 188
2026
Q1 		$630K Sell
13,066
-224
-2% -$10.4K 0.47% 68
2025
Q4 		$644K Sell
13,290
-83
-0.6% -$4.11K 0.47% 64
2025
Q3 		$631K Buy
13,373
+127
+1% +$6.13K 0.47% 62
2025
Q2 		$640K Buy
13,246
+124
+0.9% +$6.34K 0.53% 50
2025
Q1 		$728K Sell
13,122
-829
-6% -$44.9K 0.7% 51
2024
Q4 		$673K Buy
+13,951
New +$709K 0.63% 52

Other funds holding SNY

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Avantra Family Wealth's SNY Position: Q2 2026 in Review

Avantra Family Wealth sold out of Sanofi (SNY) in Q2 2026, closing a stake of 13,066 shares — an estimated $630K sold.

Avantra Family Wealth first reported a position in SNY in Q4 2024 and held it in 6 quarters. The position peaked at $728K in Q1 2025. 277 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Avantra Family Wealth reported no remaining Sanofi position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 13,066 Sanofi shares in Q2 2026, an estimated $630K.
  • Avantra Family Wealth first reported a position in Sanofi in Q4 2024 and held it in 6 quarters.
  • Avantra Family Wealth's Sanofi position peaked at $728K in Q1 2025.
  • 277 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.