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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
2026
Q1 		– Sell
-4,262
Closed -$207K – 678
2025
Q4 		$207K Buy
4,262
+9
+0.2% +$446 0.01% 716
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 $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Arete Wealth Advisors's SNY Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Sanofi (SNY) in Q1 2026, closing a stake of 4,262 shares — an estimated $207K sold.

Arete Wealth Advisors first reported a position in SNY in Q3 2023 and held it in 9 quarters. The position peaked at $301K in Q3 2023. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Sanofi position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,262 Sanofi shares in Q1 2026, an estimated $207K.
  • Arete Wealth Advisors first reported a position in Sanofi in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Sanofi position peaked at $301K in Q3 2023.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.