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Arete Wealth Advisors’s Sanofi SNY Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-4,253
Closed -$201K – 698
2025
Q3 		$201K Sell
4,253
-36
-0.8% -$1.74K 0.01% 729
2025
Q2 		$207K Sell
4,289
-132
-3% -$6.74K 0.01% 684
2025
Q1 		$245K Sell
4,421
-232
-5% -$12.6K 0.02% 608
2024
Q4 		$225K Hold
4,653
– – 0.02% 660
2024
Q3 		$268K Sell
4,653
-305
-6% -$16.5K 0.02% 553
2024
Q2 		$240K Buy
+4,958
New +$239K 0.02% 604
2024
Q1 		– Sell
-5,684
Closed -$283K – 676
2023
Q4 		$283K Buy
5,684
+68
+1% +$3.33K 0.02% 574
2023
Q3 		$301K Buy
+5,616
New +$299K 0.05% 342

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Arete Wealth Advisors's SNY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Sanofi (SNY) in Q4 2025, closing a stake of 4,253 shares — an estimated $201K sold.

Arete Wealth Advisors first reported a position in SNY in Q3 2023 and held it in 8 quarters. The position peaked at $301K in Q3 2023. 757 funds tracked by Wall St. Rank hold SNY as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Sanofi position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,253 Sanofi shares in Q4 2025, an estimated $201K.
  • Arete Wealth Advisors first reported a position in Sanofi in Q3 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Sanofi position peaked at $301K in Q3 2023.
  • 757 funds tracked by Wall St. Rank held Sanofi as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.