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Cassaday & Co Wealth Management’s Sanofi SNY Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$683 Sell
16
-72
-82% -$3.22K ﹤0.01% 1108
2026
Q1 		$4.24K Buy
+88
New +$4.1K ﹤0.01% 996

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cassaday & Co Wealth Management's SNY Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Sanofi (SNY) stake by 82% in Q2 2026, selling an estimated $3.22K and leaving 16 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Cassaday & Co Wealth Management first reported a position in SNY in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.24K in Q1 2026. 716 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Cassaday & Co Wealth Management held 16 shares of Sanofi worth $683 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 72 Sanofi shares in Q2 2026, an estimated $3.22K.
  • Sanofi made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1108 holding.
  • Cassaday & Co Wealth Management first reported a position in Sanofi in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Sanofi position peaked at $4.24K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.