True Wealth Design’s Sanofi SNY Stock Holding History

True Wealth Design’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	$18K	Buy	422 +152	+56%	+$6.79K	﹤0.01%	846
2026 Q1	$13K	Buy	270 +31	+13%	+$1.45K	﹤0.01%	880
2025 Q4	$11.6K	Sell	239 -64	-21%	-$3.17K	﹤0.01%	802
2025 Q3	$14.3K	Buy	+303	New	+$14.6K	﹤0.01%	716
2024 Q4	–	Sell	-68	Closed	-$3.92K	–	1504
2024 Q3	$3.92K	Sell	68 -16,741	-100%	-$904K	﹤0.01%	620
2024 Q2	$816K	Buy	16,809 +198	+1%	+$9.55K	0.2%	74
2024 Q1	$807K	Buy	16,611 +960	+6%	+$46.9K	0.2%	84
2023 Q4	$778K	Buy	15,651 +1,823	+13%	+$89.1K	0.22%	82
2023 Q3	$742K	Buy	13,828 +260	+2%	+$13.9K	0.25%	76
2023 Q2	$731K	Buy	13,568 +450	+3%	+$24.2K	0.27%	87
2023 Q1	$714K	Buy	+13,118	New	+$638K	0.3%	92

Other funds holding SNY

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

QCM

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

MFG

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

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

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FBT

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

CAMG

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

True Wealth Design's SNY Position: Q2 2026 in Review

True Wealth Design increased its Sanofi (SNY) stake by 56% in Q2 2026, buying an estimated $6.79K and bringing the position to 422 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

True Wealth Design first reported a position in SNY in Q1 2023 and has held it in 11 quarters since. The position peaked at $816K in Q2 2024. 109 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

True Wealth Design held 422 shares of Sanofi worth $18K as of Q2 2026.
True Wealth Design bought 152 Sanofi shares in Q2 2026, an estimated $6.79K.
Sanofi made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #846 holding.
True Wealth Design first reported a position in Sanofi in Q1 2023 and has held it in 11 quarters since.
True Wealth Design's Sanofi position peaked at $816K in Q2 2024.
109 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.