IFWM
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Institute for Wealth Management’s Sanofi SNY Stock Holding History

Institute for 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
2026
Q2 		$52.8K Buy
+1,239
New +$55.4K ﹤0.01% 856
2022
Q3 		– Sell
-4,195
Closed -$210K – 513
2022
Q2 		$210K Buy
4,195
+4
+0.1% +$212 0.04% 476
2022
Q1 		$215K Sell
4,191
-153
-4% -$7.9K 0.03% 502
2021
Q4 		$218K Sell
4,344
-565
-12% -$27.9K 0.04% 456
2021
Q3 		$237K Sell
4,909
-125
-2% -$6.36K 0.04% 429
2021
Q2 		$265K Sell
5,034
-1,528
-23% -$79.7K 0.05% 401
2021
Q1 		$325K Sell
6,562
-2,257
-26% -$108K 0.06% 345
2020
Q4 		$429K Sell
8,819
-1,434
-14% -$70.7K 0.09% 281
2020
Q3 		$514K Sell
10,253
-8,016
-44% -$413K 0.12% 221
2020
Q2 		$933K Sell
18,269
-1,359
-7% -$66K 0.23% 115
2020
Q1 		$858K Sell
19,628
-2,195
-10% -$105K 0.26% 103
2019
Q4 		$1.1M Sell
21,823
-890
-4% -$41.7K 0.25% 109
2019
Q3 		$1.05M Buy
22,713
+3,299
+17% +$142K 0.27% 105
2019
Q2 		$840K Buy
19,414
+11,965
+161% +$509K 0.19% 162
2019
Q1 		$331K Sell
7,449
-19,434
-72% -$832K 0.07% 316
2018
Q4 		$1.16M Sell
26,883
-106
-0.4% -$4.67K 0.48% 58
2018
Q3 		$1.21M Sell
26,989
-4,947
-15% -$211K 0.41% 89
2018
Q2 		$1.28M Buy
31,936
+6,860
+27% +$270K 0.41% 83
2018
Q1 		$966K Buy
25,076
+20,037
+398% +$834K 0.28% 130
2017
Q4 		$217K Sell
5,039
-2,367
-32% -$109K 0.05% 349
2017
Q3 		$369K Sell
7,406
-4,428
-37% -$214K 0.12% 209
2017
Q2 		$565K Buy
+11,834
New +$566K 0.16% 202

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
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
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Institute for Wealth Management's SNY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sanofi (SNY) in Q2 2026: 1,239 shares worth $52.8K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SNY as recently as Q2 2022.

Institute for Wealth Management first reported a position in SNY in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.28M in Q2 2018. 718 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Institute for Wealth Management held 1,239 shares of Sanofi worth $52.8K as of Q2 2026.
  • Sanofi was a new Institute for Wealth Management position in Q2 2026.
  • Sanofi made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #856 holding.
  • Institute for Wealth Management first reported a position in Sanofi in Q2 2017 and has held it in 22 quarters since.
  • Institute for Wealth Management's Sanofi position peaked at $1.28M in Q2 2018.
  • 718 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.