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 Q1	$10.2K	Buy	236 +23	+11%	+$1.07K	﹤0.01%	884
2025 Q4	$9.75K	Sell	213 -160	-43%	-$7.93K	﹤0.01%	807
2025 Q3	$96.7K	Buy	373 +264	+242%	+$12.7K	0.02%	215
2025 Q2	$5.21K	Sell	109 -96	-47%	-$4.91K	﹤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	$7.51K	Buy	+152	New	+$6.67K	﹤0.01%	734

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