Integrated Wealth Concepts
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Integrated Wealth Concepts’s Sanofi SNY Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-12,134
Closed -$585K – 2525
2026
Q1 		$585K Buy
+12,134
New +$566K ﹤0.01% 1446
2025
Q4 		– Sell
-11,340
Closed -$535K – 1992
2025
Q3 		$535K Sell
11,340
-679
-6% -$32.8K ﹤0.01% 1298
2025
Q2 		$581K Sell
12,019
-2,690
-18% -$137K 0.01% 1184
2025
Q1 		$816K Sell
14,709
-1,635
-10% -$88.5K 0.01% 915
2024
Q4 		$788K Buy
16,344
+2,052
+14% +$104K 0.01% 926
2024
Q3 		$824K Sell
14,292
-639
-4% -$34.5K 0.01% 879
2024
Q2 		$724K Buy
14,931
+706
+5% +$34.1K 0.01% 894
2024
Q1 		$691K Buy
14,225
+905
+7% +$44.2K 0.01% 915
2023
Q4 		$662K Sell
13,320
-2,014
-13% -$98.5K 0.01% 886
2023
Q3 		$823K Sell
15,334
-225
-1% -$12K 0.01% 769
2023
Q2 		$839K Buy
15,559
+4,031
+35% +$217K 0.01% 747
2023
Q1 		$627K Sell
11,528
-36,138
-76% -$1.76M 0.01% 777
2022
Q4 		$2.31M Buy
47,666
+1,727
+4% +$75.8K 0.06% 289
2022
Q3 		$1.75M Buy
45,939
+402
+0.9% +$17.9K 0.06% 313
2022
Q2 		$2.28M Sell
45,537
-445
-1% -$23.6K 0.07% 253
2022
Q1 		$2.36M Buy
45,982
+3,170
+7% +$164K 0.07% 225
2021
Q4 		$2.14M Buy
42,812
+5,257
+14% +$260K 0.06% 251
2021
Q3 		$1.81M Sell
37,555
-88
-0.2% -$4.48K 0.06% 259
2021
Q2 		$1.98M Buy
37,643
+4,213
+13% +$220K 0.07% 221
2021
Q1 		$1.65M Buy
33,430
+9,534
+40% +$458K 0.07% 214
2020
Q4 		$1.16M Buy
23,896
+2,799
+13% +$138K 0.05% 224
2020
Q3 		$1.06M Sell
21,097
-271
-1% -$14K 0.07% 209
2020
Q2 		$1.09M Buy
21,368
+2,933
+16% +$143K 0.08% 162
2020
Q1 		$806K Buy
18,435
+2,348
+15% +$112K 0.07% 162
2019
Q4 		$808K Buy
16,087
+5,861
+57% +$275K 0.07% 184
2019
Q3 		$474K Buy
10,226
+3,482
+52% +$150K 0.05% 216
2019
Q2 		$294K Buy
+6,744
New +$287K 0.04% 278

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
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Brandes Investment Partners
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

Integrated Wealth Concepts's SNY Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Sanofi (SNY) in Q2 2026, closing a stake of 12,134 shares — an estimated $585K sold.

Integrated Wealth Concepts first reported a position in SNY in Q2 2019 and held it in 27 quarters. The position peaked at $2.36M in Q1 2022. 720 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Sanofi position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 12,134 Sanofi shares in Q2 2026, an estimated $585K.
  • Integrated Wealth Concepts first reported a position in Sanofi in Q2 2019 and held it in 27 quarters.
  • Integrated Wealth Concepts's Sanofi position peaked at $2.36M in Q1 2022.
  • 720 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.