Position in SNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,215,684
-$1,699,446 QoQ
Shares Held
450,438
+3.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#59
of 712 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SNY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Creative Planning holds $1,825,978,859 across 16 Drug Manufacturers - General names. SNY ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
445,706 | $534,593,191 | |
| 2 | JNJ |
Johnson & Johnson
|
1,384,963 | $351,739,052 | |
| 3 | ABBV |
AbbVie Inc.
|
1,126,243 | $283,407,788 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,354,765 | $174,087,302 | |
| 5 | AMGN |
Amgen Inc
|
258,171 | $93,488,882 | |
| 6 | NVS |
Novartis AG
|
546,659 | $85,672,398 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
414,367 | $52,351,126 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
887,032 | $51,110,783 |
All Filings in SNY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,215,684 | 450,438 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,915,130 | 434,104 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,957,290 | 226,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,276,100 | 217,714 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,601,097 | 219,439 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,222,826 | 274,483 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,650,967 | 220,837 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,722,570 | 220,763 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,074,930 | 187,035 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,324,499 | 171,286 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,904,513 | 138,840 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,743,813 | 181,652 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $7,507,946 | 139,294 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,471,865 | 137,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,031,472 | 124,540 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,219,155 | 110,972 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,218,879 | 104,315 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,635,436 | 70,811 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,246,337 | 24,877 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,143,589 | 23,721 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $984,004 | 18,686 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,415,495 | 28,619 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,755,799 | 36,135 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,573,871 | 51,303 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,446,213 | 47,918 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,245,845 | 28,496 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||