Weatherly Asset Management’s Sanofi SNY Stock Holding History

Weatherly Asset Management’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	$230K	Sell	5,403 -1,533	-22%	-$68.5K	0.02%	179
2026 Q1	$334K	Sell	6,936 -841	-11%	-$39.2K	0.03%	155
2025 Q4	$377K	Buy	7,777 +26	+0.3%	+$1.29K	0.03%	147
2025 Q3	$366K	Sell	7,751 -581	-7%	-$28K	0.03%	144
2025 Q2	$403K	Hold	8,332	–	–	0.03%	140
2025 Q1	$462K	Hold	8,332	–	–	0.04%	133
2024 Q4	$402K	Sell	8,332 -175	-2%	-$8.9K	0.04%	142
2024 Q3	$490K	Buy	8,507 +916	+12%	+$49.5K	0.04%	131
2024 Q2	$368K	Sell	7,591 -167	-2%	-$8.06K	0.03%	140
2024 Q1	$377K	Sell	7,758 -200	-3%	-$9.77K	0.04%	137
2023 Q4	$396K	Sell	7,958 -70	-0.9%	-$3.42K	0.04%	133
2023 Q3	$431K	Sell	8,028 -1,600	-17%	-$85.3K	0.05%	131
2023 Q2	$519K	Sell	9,628 -25	-0.3%	-$1.34K	0.06%	129
2023 Q1	$525K	Sell	9,653 -75	-0.8%	-$3.65K	0.07%	128
2022 Q4	$471K	Sell	9,728 -800	-8%	-$35.1K	0.06%	131
2022 Q3	$400K	Hold	10,528	–	–	0.06%	140
2022 Q2	$527K	Sell	10,528 -2,350	-18%	-$125K	0.07%	131
2022 Q1	$661K	Hold	12,878	–	–	0.08%	128
2021 Q4	$645K	Hold	12,878	–	–	0.07%	133
2021 Q3	$621K	Sell	12,878 -975	-7%	-$49.6K	0.08%	132
2021 Q2	$729K	Hold	13,853	–	–	0.09%	126
2021 Q1	$685K	Buy	13,853 +2	+0%	+$96	0.1%	122
2020 Q4	$673K	Sell	13,851 -234	-2%	-$11.5K	0.1%	121
2020 Q3	$707K	Buy	14,085 +255	+2%	+$13.1K	0.11%	115
2020 Q2	$706K	Hold	13,830	–	–	0.12%	113
2020 Q1	$605K	Sell	13,830 -145	-1%	-$6.94K	0.13%	110
2019 Q4	$702K	Buy	13,975 +151	+1%	+$7.07K	0.13%	116
2019 Q3	$640K	Sell	13,824 -65	-0.5%	-$2.8K	0.14%	116
2019 Q2	$601K	Sell	13,889 -740	-5%	-$31.5K	0.12%	123
2019 Q1	$648K	Buy	14,629 +384	+3%	+$16.4K	0.13%	121
2018 Q4	$618K	Buy	14,245 +5,114	+56%	+$226K	0.15%	119
2018 Q3	$408K	Sell	9,131 -285	-3%	-$12.2K	0.08%	148
2018 Q2	$377K	Buy	9,416 +4,345	+86%	+$171K	0.09%	144
2018 Q1	$203K	Buy	+5,071	New	+$211K	0.05%	193

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

Weatherly Asset Management's SNY Position: Q2 2026 in Review

Weatherly Asset Management reduced its Sanofi (SNY) stake by 22% in Q2 2026, selling an estimated $68.5K and leaving 5,403 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #179.

Weatherly Asset Management first reported a position in SNY in Q1 2018 and has held it in 34 quarters since. The position peaked at $729K in Q2 2021. 108 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

Weatherly Asset Management held 5,403 shares of Sanofi worth $230K as of Q2 2026.
Weatherly Asset Management sold 1,533 Sanofi shares in Q2 2026, an estimated $68.5K.
Sanofi made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #179 holding.
Weatherly Asset Management first reported a position in Sanofi in Q1 2018 and has held it in 34 quarters since.
Weatherly Asset Management's Sanofi position peaked at $729K in Q2 2021.
108 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.