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EP Wealth Advisors’s Sanofi SNY Stock Holding History

EP Wealth Advisors’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 		$238K Sell
4,938
-6,392
-56% -$298K ﹤0.01% 1305
2025
Q4 		$549K Buy
+11,330
New +$562K ﹤0.01% 838
2025
Q2 		$257K Buy
5,323
+540
+11% +$27.6K ﹤0.01% 1105
2025
Q1 		$265K Sell
4,783
-1,096
-19% -$59.3K ﹤0.01% 976
2024
Q4 		$284K Sell
5,879
-2,016
-26% -$103K ﹤0.01% 892
2024
Q3 		$455K Buy
7,895
+2,548
+48% +$138K ﹤0.01% 719
2024
Q2 		$259K Buy
5,347
+1,002
+23% +$48.3K ﹤0.01% 693
2024
Q1 		$211K Sell
4,345
-690
-14% -$33.7K ﹤0.01% 721
2023
Q4 		$250K Buy
5,035
+255
+5% +$12.5K ﹤0.01% 669
2023
Q3 		$256K Buy
4,780
+563
+13% +$30K ﹤0.01% 594
2023
Q2 		$328K Buy
+4,217
New +$227K ﹤0.01% 543
2022
Q3 		– Sell
-10,806
Closed -$541K – 593
2022
Q2 		$541K Buy
10,806
+3,478
+47% +$185K 0.01% 355
2022
Q1 		$376K Buy
7,328
+329
+5% +$17K 0.01% 441
2021
Q4 		$351K Buy
6,999
+948
+16% +$46.9K 0.01% 435
2021
Q3 		$292K Sell
6,051
-716
-11% -$36.4K 0.01% 436
2021
Q2 		$356K Buy
+6,767
New +$353K 0.01% 408

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

EP Wealth Advisors's SNY Position: Q1 2026 in Review

EP Wealth Advisors reduced its Sanofi (SNY) stake by 56% in Q1 2026, selling an estimated $298K and leaving 4,938 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

EP Wealth Advisors first reported a position in SNY in Q2 2021 and has held it in 16 quarters since. The position peaked at $549K in Q4 2025. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • EP Wealth Advisors held 4,938 shares of Sanofi worth $238K as of Q1 2026.
  • EP Wealth Advisors sold 6,392 Sanofi shares in Q1 2026, an estimated $298K.
  • Sanofi made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1305 holding.
  • EP Wealth Advisors first reported a position in Sanofi in Q2 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's Sanofi position peaked at $549K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.