Congress Wealth Management’s Sanofi SNY Stock Holding History

Congress 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
2025 Q2	$664K	Buy	13,753 +7,226	+111%	+$369K	0.01%	830
2025 Q1	$363K	Sell	6,527 -1,313	-17%	-$71.1K	﹤0.01%	899
2024 Q4	$378K	Buy	+7,840	New	+$399K	0.01%	713
2024 Q1	–	Sell	-4,536	Closed	-$226K	–	631
2023 Q4	$226K	Buy	+4,536	New	+$222K	﹤0.01%	577

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Congress Wealth Management's SNY Position: Q2 2025 in Review

Congress Wealth Management increased its Sanofi (SNY) stake by 111% in Q2 2025, buying an estimated $369K and bringing the position to 13,753 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #830.

Congress Wealth Management first reported a position in SNY in Q4 2023 and has held it in 4 quarters since. 731 funds tracked by Wall St. Rank hold SNY as of Q2 2025.

Congress Wealth Management held 13,753 shares of Sanofi worth $664K as of Q2 2025.
Congress Wealth Management bought 7,226 Sanofi shares in Q2 2025, an estimated $369K.
Sanofi made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #830 holding.
Congress Wealth Management first reported a position in Sanofi in Q4 2023 and has held it in 4 quarters since.
731 funds tracked by Wall St. Rank held Sanofi as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.