AWE
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Avidian Wealth Enterprises’s Sanofi SNY Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$278K Sell
5,775
-146
-2% -$6.81K 0.01% 555
2025
Q4 		$287K Buy
5,921
+31
+0.5% +$1.54K 0.01% 483
2025
Q3 		$278K Buy
5,890
+154
+3% +$7.43K 0.01% 484
2025
Q2 		$277K Sell
5,736
-17
-0.3% -$869 0.01% 455
2025
Q1 		$319K Buy
5,753
+43
+0.8% +$2.33K 0.01% 405
2024
Q4 		$275K Sell
5,710
-30
-0.5% -$1.52K 0.01% 418
2024
Q3 		$331K Sell
5,740
-127
-2% -$6.86K 0.02% 380
2024
Q2 		$285K Sell
5,867
-3,189
-35% -$154K 0.01% 400
2024
Q1 		$440K Sell
9,056
-184
-2% -$8.98K 0.02% 284
2023
Q4 		$460K Buy
9,240
+330
+4% +$16.1K 0.03% 277
2023
Q3 		$478K Sell
8,910
-349
-4% -$18.6K 0.03% 265
2023
Q2 		$499K Buy
9,259
+450
+5% +$24.2K 0.03% 265
2023
Q1 		$479K Hold
8,809
– – 0.03% 302
2022
Q4 		$427K Sell
8,809
-130
-1% -$5.71K 0.03% 299
2022
Q3 		$340K Sell
8,939
-212
-2% -$9.45K 0.02% 301
2022
Q2 		$458K Buy
9,151
+128
+1% +$6.79K 0.03% 279
2022
Q1 		$463K Sell
9,023
-1,333
-13% -$68.8K 0.03% 314
2021
Q4 		$519K Buy
10,356
+1,625
+19% +$80.4K 0.03% 291
2021
Q3 		$421K Buy
8,731
+415
+5% +$21.1K 0.03% 240
2021
Q2 		$438K Buy
8,316
+37
+0.4% +$1.93K 0.03% 245
2021
Q1 		$409K Sell
8,279
-1,062
-11% -$51K 0.03% 240
2020
Q4 		$454K Buy
9,341
+246
+3% +$12.1K 0.04% 199
2020
Q3 		$456K Buy
9,095
+647
+8% +$33.3K 0.05% 169
2020
Q2 		$431K Buy
8,448
+640
+8% +$31.1K 0.06% 148
2020
Q1 		$341K Sell
7,808
-89
-1% -$4.26K 0.05% 134
2019
Q4 		$396K Buy
7,897
+406
+5% +$19K 0.06% 144
2019
Q3 		$347K Buy
7,491
+740
+11% +$31.9K 0.06% 134
2019
Q2 		$292K Buy
6,751
+1,548
+30% +$65.8K 0.07% 109
2019
Q1 		$230K Buy
+5,203
New +$223K 0.05% 113
2018
Q1 		– Sell
-1,372
Closed -$59K – 111
2017
Q4 		$59K Buy
+1,372
New +$63.3K 15.78% 1

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Avidian Wealth Enterprises's SNY Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Sanofi (SNY) stake by 2.5% in Q1 2026, selling an estimated $6.81K and leaving 5,775 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #555.

Avidian Wealth Enterprises first reported a position in SNY in Q4 2017 and has held it in 30 quarters since. The position peaked at $519K in Q4 2021. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Avidian Wealth Enterprises held 5,775 shares of Sanofi worth $278K as of Q1 2026.
  • Avidian Wealth Enterprises sold 146 Sanofi shares in Q1 2026, an estimated $6.81K.
  • Sanofi made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #555 holding.
  • Avidian Wealth Enterprises first reported a position in Sanofi in Q4 2017 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Sanofi position peaked at $519K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.