WCG Wealth Advisors’s Sanofi SNY Stock Holding History

WCG Wealth 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 Q1	$4.96M	Buy	102,944 +41,689	+68%	+$1.94M	0.14%	153
2025 Q4	$2.97M	Buy	61,255 +34,931	+133%	+$1.73M	0.08%	214
2025 Q3	$1.24M	Sell	26,324 -16,227	-38%	-$783K	0.08%	207
2025 Q2	$2.06M	Buy	42,551 +8,970	+27%	+$458K	0.13%	156
2025 Q1	$1.86M	Sell	33,581 -2,453	-7%	-$133K	0.14%	146
2024 Q4	$1.74M	Buy	36,034 +1,578	+5%	+$80.2K	0.11%	161
2024 Q3	$1.99M	Buy	34,456 +211	+0.6%	+$11.4K	0.13%	158
2024 Q2	$1.66M	Buy	34,245 +3,790	+12%	+$183K	0.12%	150
2024 Q1	$1.48M	Sell	30,455 -11,897	-28%	-$581K	0.12%	147
2023 Q4	$2.11M	Sell	42,352 -8,197	-16%	-$401K	0.15%	130
2023 Q3	$2.74M	Buy	50,549 +19,525	+63%	+$1.04M	0.2%	111
2023 Q2	$1.67M	Buy	31,024 +7,271	+31%	+$391K	0.2%	88
2023 Q1	$1.29M	Buy	23,753 +1,335	+6%	+$64.9K	0.17%	96
2022 Q4	$1.09M	Buy	22,418 +2,739	+14%	+$120K	0.15%	102
2022 Q3	$830K	Sell	19,679 -1,338	-6%	-$59.6K	0.11%	143
2022 Q2	$1.05M	Buy	+21,017	New	+$1.12M	0.15%	114

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return