Cornerstone Planning Group
SNY icon

Cornerstone Planning Group’s Sanofi SNY Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-220
Closed -$9.6K – 1454
2026
Q2 		$9.6K Sell
220
-16
-7% -$715 ﹤0.01% 903
2026
Q1 		$10.2K Buy
236
+23
+11% +$1.07K ﹤0.01% 884
2025
Q4 		$9.7K Sell
213
-160
-43% -$7.93K ﹤0.01% 807
2025
Q3 		$96.7K Buy
373
+264
+242% +$12.7K 0.02% 215
2025
Q2 		$5.22K Sell
109
-96
-47% -$4.9K ﹤0.01% 717
2025
Q1 		$10.9K Buy
205
+6
+3% +$325 ﹤0.01% 549
2024
Q4 		$10.6K Buy
199
+15
+8% +$763 ﹤0.01% 421
2024
Q3 		$9.9K Sell
184
-109
-37% -$5.88K ﹤0.01% 412
2024
Q2 		$15.1K Buy
293
+51
+21% +$2.46K ﹤0.01% 364
2024
Q1 		$11.9K Sell
242
-10
-4% -$488 ﹤0.01% 376
2023
Q4 		$12.5K Sell
252
-16
-6% -$782 ﹤0.01% 392
2023
Q3 		$14.4K Sell
268
-22
-8% -$1.17K 0.01% 352
2023
Q2 		$15.6K Buy
+290
New +$15.6K 0.01% 496
2022
Q4 		$7.52K Buy
+152
New +$6.67K ﹤0.01% 734

Other funds holding SNY

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cornerstone Planning Group's SNY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Sanofi (SNY) in Q3 2026, closing a stake of 220 shares — an estimated $9.6K sold.

Cornerstone Planning Group first reported a position in SNY in Q4 2022 and held it in 14 quarters. The position peaked at $96.7K in Q3 2025. 160 funds tracked by Wall St. Rank hold SNY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Sanofi position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 220 Sanofi shares in Q3 2026, an estimated $9.6K.
  • Cornerstone Planning Group first reported a position in Sanofi in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Sanofi position peaked at $96.7K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Sanofi as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.