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Trivant Custom Portfolio Group’s Sanofi SNY Stock Holding History

Trivant Custom Portfolio Group’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
-15,990
Closed -$770K – 87
2026
Q1 		$770K Buy
15,990
+358
+2% +$16.7K 0.42% 61
2025
Q4 		$758K Sell
15,632
-1,420
-8% -$70.4K 0.44% 62
2025
Q3 		$805K Sell
17,052
-1,402
-8% -$67.7K 0.41% 65
2025
Q2 		$892K Buy
18,454
+774
+4% +$39.5K 0.49% 62
2025
Q1 		$981K Buy
17,680
+5,693
+47% +$308K 0.56% 54
2024
Q4 		$578K Sell
11,987
-288
-2% -$14.6K 0.34% 58
2024
Q3 		$707K Buy
12,275
+169
+1% +$9.12K 0.41% 55
2024
Q2 		$587K Sell
12,106
-16,353
-57% -$789K 0.36% 50
2024
Q1 		$1.38M Buy
28,459
+1,360
+5% +$66.4K 0.88% 40
2023
Q4 		$1.35M Sell
27,099
-1,701
-6% -$83.2K 0.9% 38
2023
Q3 		$1.54M Sell
28,800
-405
-1% -$21.6K 1.14% 37
2023
Q2 		$1.57M Buy
+29,205
New +$1.57M 1.11% 38

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

Trivant Custom Portfolio Group's SNY Position: Q2 2026 in Review

Trivant Custom Portfolio Group sold out of Sanofi (SNY) in Q2 2026, closing a stake of 15,990 shares — an estimated $770K sold.

Trivant Custom Portfolio Group first reported a position in SNY in Q2 2023 and held it in 12 quarters. The position peaked at $1.57M in Q2 2023. 715 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Trivant Custom Portfolio Group reported no remaining Sanofi position as of Q2 2026 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 15,990 Sanofi shares in Q2 2026, an estimated $770K.
  • Trivant Custom Portfolio Group first reported a position in Sanofi in Q2 2023 and held it in 12 quarters.
  • Trivant Custom Portfolio Group's Sanofi position peaked at $1.57M in Q2 2023.
  • 715 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.