BSW Wealth Partners’s Sanofi SNY Stock Holding History

BSW Wealth Partners’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	$274K	Sell	6,431 -1,702	-21%	-$76.1K	0.03%	271
2026 Q1	$392K	Buy	8,133 +2,466	+44%	+$115K	0.05%	204
2025 Q4	$275K	Sell	5,667 -2,409	-30%	-$119K	0.03%	262
2025 Q3	$381K	Buy	8,076 +341	+4%	+$16.5K	0.05%	212
2025 Q2	$374K	Sell	7,735 -378	-5%	-$19.3K	0.05%	207
2025 Q1	$450K	Buy	+8,113	New	+$439K	0.07%	169
2024 Q3	–	Sell	-5,612	Closed	-$272K	–	330
2024 Q2	$272K	Buy	5,612 +38	+0.7%	+$1.83K	0.04%	229
2024 Q1	$271K	Buy	+5,574	New	+$272K	0.05%	236
2021 Q3	–	Sell	-4,215	Closed	-$222K	–	268
2021 Q2	$222K	Buy	+4,215	New	+$220K	0.06%	219

Other funds holding SNY

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BSW Wealth Partners's SNY Position: Q2 2026 in Review

BSW Wealth Partners reduced its Sanofi (SNY) stake by 21% in Q2 2026, selling an estimated $76.1K and leaving 6,431 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #271.

BSW Wealth Partners first reported a position in SNY in Q2 2021 and has held it in 9 quarters since. The position peaked at $450K in Q1 2025. 109 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

BSW Wealth Partners held 6,431 shares of Sanofi worth $274K as of Q2 2026.
BSW Wealth Partners sold 1,702 Sanofi shares in Q2 2026, an estimated $76.1K.
Sanofi made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #271 holding.
BSW Wealth Partners first reported a position in Sanofi in Q2 2021 and has held it in 9 quarters since.
BSW Wealth Partners's Sanofi position peaked at $450K in Q1 2025.
109 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

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