Position in SNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$322,296
-$52,881 QoQ
Shares Held
7,555
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#403
of 712 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Phillips Wealth Planners LLC holds $7,995,152 across 9 Drug Manufacturers - General names. SNY ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 2 | JNJ |
Johnson & Johnson
|
5,636 | $1,431,374 | |
| 3 | AZN |
Astrazeneca PLC
|
5,605 | $1,062,820 | |
| 4 | AMGN |
Amgen Inc
|
2,870 | $1,039,284 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,685 | $859,022 | |
| 6 | LLY |
ELI LILLY & Co
|
554 | $664,484 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,450 | $435,873 | |
| 8 | SNY |
Sanofi
This page
|
7,555 | $322,296 |
All Filings in SNY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,296 | 7,555 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $375,177 | 7,787 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $299,200 | 6,339 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $666,436 | 13,795 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $529,643 | 9,550 | Shares | Defined | 2025-04-23 | |
| 2024-09-30 | $353,444 | 6,133 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $300,629 | 6,196 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $237,848 | 4,894 | Shares | Defined | 2024-04-29 | |
| 2023-09-30 | $206,782 | 3,855 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $250,796 | 4,653 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $218,605 | 4,017 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||