Phillips Wealth Planners’s Sanofi SNY Stock Holding History

Phillips Wealth Planners’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	$325K	Sell	7,555 -232	-3%	-$10.4K	0.24%	140
2026 Q1	$331K	Buy	+7,787	New	+$363K	0.25%	134
2025 Q4	–	Sell	-6,339	Closed	-$315K	–	212
2025 Q3	$315K	Sell	6,339 -7,456	-54%	-$360K	0.26%	133
2025 Q2	$665K	Buy	13,795 +4,245	+44%	+$217K	0.6%	54
2025 Q1	$492K	Buy	+9,550	New	+$517K	0.52%	64
2024 Q4	–	Sell	-6,133	Closed	-$334K	–	195
2024 Q3	$334K	Sell	6,133 -63	-1%	-$3.4K	0.32%	115
2024 Q2	$316K	Buy	6,196 +1,302	+27%	+$62.8K	0.33%	108
2024 Q1	$224K	Buy	+4,894	New	+$239K	0.26%	154
2023 Q4	–	Sell	-3,855	Closed	-$202K	–	166
2023 Q3	$202K	Sell	3,855 -798	-17%	-$42.5K	0.27%	140
2023 Q2	$251K	Buy	4,653 +636	+16%	+$34.2K	0.33%	112
2023 Q1	$215K	Buy	+4,017	New	+$195K	0.28%	138

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Phillips Wealth Planners's SNY Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Sanofi (SNY) stake by 3% in Q2 2026, selling an estimated $10.4K and leaving 7,555 shares worth $325K. The position accounts for 0.24% of the portfolio, ranked #140.

Phillips Wealth Planners first reported a position in SNY in Q1 2023 and has held it in 11 quarters since. The position peaked at $665K in Q2 2025. 716 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

Phillips Wealth Planners held 7,555 shares of Sanofi worth $325K as of Q2 2026.
Phillips Wealth Planners sold 232 Sanofi shares in Q2 2026, an estimated $10.4K.
Sanofi made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #140 holding.
Phillips Wealth Planners first reported a position in Sanofi in Q1 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's Sanofi position peaked at $665K in Q2 2025.
716 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.