Skip to main content

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SNY holding history

Sanofi in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNY overviewAll 13F holders of SNYFull Q2 2026 holdings

Shares (Q2 2026)
5,281
Value
$225.3K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2021
Holdings of SNY by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,281$225.3K<0.1%+343+6.9%AddedHolders
Q1 20264,938$237.9K<0.1%−6,392−56.4%ReducedHolders
Q4 202511,330$549.0K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20255,323$257.1K<0.1%+540+11.3%AddedHolders
Q1 20254,783$265.3K<0.1%−1,096−18.6%ReducedHolders
Q4 20245,879$283.6K<0.1%−2,016−25.5%ReducedHolders
Q3 20247,895$455.0K<0.1%+2,548+47.7%AddedHolders
Q2 20245,347$259.5K<0.1%+1,002+23.1%AddedHolders
Q1 20244,345$211.2K<0.1%−690−13.7%ReducedHolders
Q4 20235,035$250.4K<0.1%+255+5.3%AddedHolders
Q3 20234,780$256.4K<0.1%+563+13.4%AddedHolders
Q2 20234,217$328.3K<0.1%+4,217NewHolders
Q3 20220$00.0%−10,806−100.0%Sold outHolders
Q2 202210,806$541.0K<0.1%+3,478+47.5%AddedHolders
Q1 20227,328$376.0K<0.1%+329+4.7%AddedHolders
Q4 20216,999$351.0K<0.1%+948+15.7%AddedHolders
Q3 20216,051$292.0K<0.1%−716−10.6%ReducedHolders
Q2 20216,767$356.0K<0.1%+6,767NewHolders