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Costello Asset Management’s Sanofi SNY Stock Holding History

Costello Asset 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
Q1 		$67.5K Hold
1,400
– – 0.02% 199
2025
Q4 		$67.8K Hold
1,400
– – 0.02% 187
2025
Q3 		$66.1K Buy
1,400
+1,300
+1,300% +$62.7K 0.02% 198
2025
Q2 		$4.83K Buy
+100
New +$5.11K ﹤0.01% 556

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

Costello Asset Management's SNY Position: Q1 2026 in Review

Costello Asset Management held its Sanofi (SNY) position steady in Q1 2026 at 1,400 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #199.

Costello Asset Management first reported a position in SNY in Q2 2025 and has held it in 4 quarters since. The position peaked at $67.8K in Q4 2025. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Costello Asset Management held 1,400 shares of Sanofi worth $67.5K as of Q1 2026.
  • Costello Asset Management left its Sanofi share count unchanged in Q1 2026.
  • Sanofi made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #199 holding.
  • Costello Asset Management first reported a position in Sanofi in Q2 2025 and has held it in 4 quarters since.
  • Costello Asset Management's Sanofi position peaked at $67.8K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.