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Valeo Financial Advisors’s Sanofi SNY Stock Holding History

Valeo Financial Advisors’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 		$244K Buy
5,730
+568
+11% +$25.4K 0.01% 690
2026
Q1 		$249K Sell
5,162
-1,630
-24% -$76K 0.01% 618
2025
Q4 		$329K Buy
6,792
+747
+12% +$37K 0.01% 585
2025
Q3 		$285K Sell
6,045
-838
-12% -$40.4K 0.01% 624
2025
Q2 		$333K Buy
6,883
+601
+10% +$30.7K 0.01% 547
2025
Q1 		$348K Buy
6,282
+786
+14% +$42.5K 0.01% 496
2024
Q4 		$265K Sell
5,496
-8,976
-62% -$456K 0.01% 583
2024
Q3 		$834K Buy
14,472
+493
+4% +$26.6K 0.02% 292
2024
Q2 		$678K Buy
13,979
+119
+0.9% +$5.74K 0.02% 307
2024
Q1 		$646K Buy
13,860
+1,696
+14% +$82.8K 0.02% 309
2023
Q4 		$605K Sell
12,164
-1,701
-12% -$83.2K 0.02% 309
2023
Q3 		$744K Sell
13,865
-65
-0.5% -$3.47K 0.03% 253
2023
Q2 		$751K Buy
13,930
+8,098
+139% +$436K 0.03% 244
2023
Q1 		$317K Buy
5,832
+468
+9% +$22.8K 0.02% 430
2022
Q4 		$260K Buy
+5,364
New +$235K 0.01% 421
2022
Q3 		– Sell
-4,236
Closed -$212K – 536
2022
Q2 		$212K Sell
4,236
-9
-0.2% -$478 0.01% 428
2022
Q1 		$218K Sell
4,245
-1,308
-24% -$67.5K 0.01% 526
2021
Q4 		$278K Sell
5,553
-27
-0.5% -$1.33K 0.02% 429
2021
Q3 		$269K Buy
5,580
+615
+12% +$31.3K 0.02% 424
2021
Q2 		$261K Sell
4,965
-328
-6% -$17.1K 0.02% 387
2021
Q1 		$262K Sell
5,293
-156
-3% -$7.49K 0.01% 379
2020
Q4 		$265K Buy
5,449
+264
+5% +$13K 0.01% 365
2020
Q3 		$260K Sell
5,185
-962
-16% -$49.5K 0.02% 278
2020
Q2 		$314K Buy
6,147
+1,286
+26% +$62.5K 0.03% 246
2020
Q1 		$221K Hold
4,861
– – 0.02% 282
2019
Q4 		$244K Sell
4,861
-352
-7% -$16.5K 0.02% 285
2019
Q3 		$242K Sell
5,213
-318
-6% -$13.7K 0.03% 268
2019
Q2 		$239K Sell
5,531
-257
-4% -$10.9K 0.03% 259
2019
Q1 		$256K Sell
5,788
-700
-11% -$30K 0.03% 231
2018
Q4 		$282K Sell
6,488
-826
-11% -$36.4K 0.04% 217
2018
Q3 		$327K Sell
7,314
-1,544
-17% -$66K 0.04% 210
2018
Q2 		$368K Sell
8,858
-422
-5% -$16.6K 0.05% 205
2018
Q1 		$372K Sell
9,280
-5,187
-36% -$216K 0.06% 180
2017
Q4 		$622K Buy
14,467
+4,994
+53% +$230K 0.1% 129
2017
Q3 		$472K Buy
+9,473
New +$458K 0.11% 128

Other funds holding SNY

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

Valeo Financial Advisors's SNY Position: Q2 2026 in Review

Valeo Financial Advisors increased its Sanofi (SNY) stake by 11% in Q2 2026, buying an estimated $25.4K and bringing the position to 5,730 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #690.

Valeo Financial Advisors first reported a position in SNY in Q3 2017 and has held it in 35 quarters since. The position peaked at $834K in Q3 2024. 108 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Valeo Financial Advisors held 5,730 shares of Sanofi worth $244K as of Q2 2026.
  • Valeo Financial Advisors bought 568 Sanofi shares in Q2 2026, an estimated $25.4K.
  • Sanofi made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #690 holding.
  • Valeo Financial Advisors first reported a position in Sanofi in Q3 2017 and has held it in 35 quarters since.
  • Valeo Financial Advisors's Sanofi position peaked at $834K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.