GoalVest Advisory’s Sanofi SNY Stock Holding History

GoalVest Advisory’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	$2.77K	Buy	+65	New	+$2.9K	﹤0.01%	428

Other funds holding SNY

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

GoalVest Advisory's SNY Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Sanofi (SNY) in Q2 2026: 65 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings.

94 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

GoalVest Advisory held 65 shares of Sanofi worth $2.77K as of Q2 2026.
Sanofi was a new GoalVest Advisory position in Q2 2026.
Sanofi made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #428 holding.
94 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.