Arkadios Wealth Advisors’s Sanofi SNY Stock Holding History

Arkadios 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	$1.74M	Buy	36,146 +315	+0.9%	+$14.7K	0.03%	569
2025 Q4	$1.74M	Buy	35,831 +5,058	+16%	+$251K	0.03%	496
2025 Q3	$1.45M	Sell	30,773 -2,063	-6%	-$99.6K	0.04%	504
2025 Q2	$1.59M	Buy	32,836 +11,215	+52%	+$573K	0.05%	408
2025 Q1	$1.2M	Buy	21,621 +16,912	+359%	+$915K	0.05%	404
2024 Q4	$227K	Buy	4,709 +751	+19%	+$38.2K	0.01%	818
2024 Q3	$228K	Buy	+3,958	New	+$214K	0.01%	797
2021 Q4	–	Sell	-3,391	Closed	-$163K	–	1600
2021 Q3	$163K	Sell	3,391 -418	-11%	-$21.3K	0.02%	558
2021 Q2	$200K	Buy	3,809 +3,054	+405%	+$159K	0.02%	529
2021 Q1	$37K	Buy	755 +1	+0.1%	+$48	0.01%	781
2020 Q4	$36K	Buy	+754	New	+$37.2K	0.01%	621
2020 Q2	–	Sell	-247	Closed	-$10.8K	–	1124
2020 Q1	$10.8K	Buy	247 +18	+8%	+$861	0.01%	618
2019 Q4	$11.4K	Buy	+229	New	+$10.7K	0.01%	564

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return