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Concord Wealth Partners’s Sanofi SNY Stock Holding History

Concord Wealth Partners’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
-141
Closed -$6.83K – 695
2025
Q4 		$6.83K Hold
141
– – ﹤0.01% 580
2025
Q3 		$6.66K Sell
141
-744
-84% -$35.9K ﹤0.01% 580
2025
Q2 		$42.8K Buy
885
+740
+510% +$37.8K 0.01% 366
2025
Q1 		$8.04K Hold
145
– – ﹤0.01% 529
2024
Q4 		$6.99K Sell
145
-448
-76% -$22.8K ﹤0.01% 563
2024
Q3 		$34.2K Buy
593
+363
+158% +$19.6K 0.01% 389
2024
Q2 		$11.2K Sell
230
-1,345
-85% -$64.9K ﹤0.01% 497
2024
Q1 		$76.5K Buy
1,575
+1,081
+219% +$52.8K 0.01% 298
2023
Q4 		$24.6K Sell
494
-1,564
-76% -$76.5K ﹤0.01% 449
2023
Q3 		$110K Buy
2,058
+34
+2% +$1.81K 0.02% 271
2023
Q2 		$109K Buy
2,024
+341
+20% +$18.3K 0.02% 267
2023
Q1 		$91.6K Sell
1,683
-341
-17% -$16.6K 0.03% 264
2022
Q4 		$98K Buy
+2,024
New +$88.8K 0.03% 255
2022
Q3 		– Sell
-2,234
Closed -$112K – 990
2022
Q2 		$112K Sell
2,234
-411
-16% -$21.8K 0.03% 244
2022
Q1 		$136K Sell
2,645
-108
-4% -$5.58K 0.04% 246
2021
Q4 		$138K Buy
2,753
+655
+31% +$32.4K 0.03% 255
2021
Q3 		$101K Sell
2,098
-304
-13% -$15.5K 0.04% 137
2021
Q2 		$126K Sell
2,402
-104
-4% -$5.43K 0.04% 202
2021
Q1 		$124K Sell
2,506
-279
-10% -$13.4K 0.04% 183
2020
Q4 		$135K Buy
+2,785
New +$137K 0.1% 108

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Concord Wealth Partners's SNY Position: Q1 2026 in Review

Concord Wealth Partners sold out of Sanofi (SNY) in Q1 2026, closing a stake of 141 shares — an estimated $6.83K sold.

Concord Wealth Partners first reported a position in SNY in Q4 2020 and held it in 20 quarters. The position peaked at $138K in Q4 2021. 746 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Concord Wealth Partners reported no remaining Sanofi position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 141 Sanofi shares in Q1 2026, an estimated $6.83K.
  • Concord Wealth Partners first reported a position in Sanofi in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Sanofi position peaked at $138K in Q4 2021.
  • 746 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.