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Caldwell Trust’s Sanofi SNY Stock Holding History

Caldwell Trust’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 		$128K Sell
2,649
-141
-5% -$6.57K 0.01% 381
2025
Q4 		$135K Sell
2,790
-422
-13% -$20.9K 0.01% 367
2025
Q3 		$152K Sell
3,212
-228
-7% -$11K 0.01% 348
2025
Q2 		$166K Buy
3,440
+140
+4% +$7.15K 0.02% 327
2025
Q1 		$183K Sell
3,300
-943
-22% -$51K 0.02% 324
2024
Q4 		$205K Sell
4,243
-552
-12% -$28.1K 0.02% 313
2024
Q3 		$276K Sell
4,795
-917
-16% -$49.5K 0.03% 281
2024
Q2 		$277K Sell
5,712
-707
-11% -$34.1K 0.03% 275
2024
Q1 		$312K Sell
6,419
-309
-5% -$15.1K 0.04% 256
2023
Q4 		$335K Sell
6,728
-943
-12% -$46.1K 0.04% 245
2023
Q3 		$411K Sell
7,671
-1,367
-15% -$72.9K 0.06% 217
2023
Q2 		$487K Sell
9,038
-572
-6% -$30.8K 0.06% 204
2023
Q1 		$523K Buy
9,610
+512
+6% +$24.9K 0.07% 194
2022
Q4 		$441K Buy
9,098
+200
+2% +$8.78K 0.06% 201
2022
Q3 		$338K Buy
8,898
+475
+6% +$21.2K 0.05% 222
2022
Q2 		$421K Buy
8,423
+131
+2% +$6.95K 0.06% 207
2022
Q1 		$426K Buy
8,292
+295
+4% +$15.2K 0.05% 218
2021
Q4 		$401K Buy
7,997
+754
+10% +$37.3K 0.05% 222
2021
Q3 		$349K Buy
7,243
+1,278
+21% +$65K 0.04% 228
2021
Q2 		$314K Buy
5,965
+555
+10% +$29K 0.04% 233
2021
Q1 		$268K Buy
5,410
+1,796
+50% +$86.3K 0.04% 233
2020
Q4 		$176K Sell
3,614
-57
-2% -$2.81K 0.03% 274
2020
Q3 		$184K Hold
3,671
– – 0.03% 249
2020
Q2 		$187K Hold
3,671
– – 0.03% 250
2020
Q1 		$160K Buy
3,671
+289
+9% +$13.8K 0.03% 259
2019
Q4 		$170K Buy
+3,382
New +$158K 0.03% 294

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

Caldwell Trust's SNY Position: Q1 2026 in Review

Caldwell Trust reduced its Sanofi (SNY) stake by 5.1% in Q1 2026, selling an estimated $6.57K and leaving 2,649 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #381.

Caldwell Trust first reported a position in SNY in Q4 2019 and has held it in 26 quarters since. The position peaked at $523K in Q1 2023. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Caldwell Trust held 2,649 shares of Sanofi worth $128K as of Q1 2026.
  • Caldwell Trust sold 141 Sanofi shares in Q1 2026, an estimated $6.57K.
  • Sanofi made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #381 holding.
  • Caldwell Trust first reported a position in Sanofi in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Sanofi position peaked at $523K in Q1 2023.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.