Aventura Private Wealth’s Sanofi SNY Stock Holding History

Aventura Private 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	$16.9K	Hold	395	–	–	0.01%	509
2026 Q1	$19K	Hold	395	–	–	0.01%	455
2025 Q4	$19.1K	Sell	395 -59	-13%	-$2.92K	0.01%	417
2025 Q3	$21.4K	Sell	454 -1,322	-74%	-$63.8K	0.01%	393
2025 Q2	$85.8K	Sell	1,776 -136	-7%	-$6.95K	0.04%	230
2025 Q1	$106K	Hold	1,912	–	–	0.06%	184
2024 Q4	$92.2K	Buy	+1,912	New	+$97.2K	0.05%	195

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aventura Private Wealth's SNY Position: Q2 2026 in Review

Aventura Private Wealth held its Sanofi (SNY) position steady in Q2 2026 at 395 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #509.

Aventura Private Wealth first reported a position in SNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q1 2025. 718 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

Aventura Private Wealth held 395 shares of Sanofi worth $16.9K as of Q2 2026.
Aventura Private Wealth left its Sanofi share count unchanged in Q2 2026.
Sanofi made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #509 holding.
Aventura Private Wealth first reported a position in Sanofi in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Sanofi position peaked at $106K in Q1 2025.
718 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.