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Wealth Preservation Advisors’s Sanofi SNY Stock Holding History

Wealth Preservation 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 		– Sell
-500
Closed -$24.1K – 822
2026
Q1 		$24.1K Sell
500
-100
-17% -$4.66K 0.02% 291
2025
Q4 		$29.1K Hold
600
– – 0.01% 236
2025
Q3 		$28.3K Buy
600
+337
+128% +$16.3K 0.02% 230
2025
Q2 		$12.7K Buy
+263
New +$13.4K 0.01% 282

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

Wealth Preservation Advisors's SNY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Sanofi (SNY) in Q2 2026, closing a stake of 500 shares — an estimated $24.1K sold.

Wealth Preservation Advisors first reported a position in SNY in Q2 2025 and held it in 4 quarters. The position peaked at $29.1K in Q4 2025. 714 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Sanofi position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 500 Sanofi shares in Q2 2026, an estimated $24.1K.
  • Wealth Preservation Advisors first reported a position in Sanofi in Q2 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Sanofi position peaked at $29.1K in Q4 2025.
  • 714 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.