EverSource Wealth Advisors
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EverSource Wealth Advisors’s Sanofi SNY Stock Holding History

EverSource 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
Q3 		$112K Buy
2,718
+1,759
+183% +$76.5K ﹤0.01% 1316
2026
Q2 		$40.9K Sell
959
-2,324
-71% -$104K ﹤0.01% 1905
2026
Q1 		$158K Buy
3,283
+1,408
+75% +$65.6K ﹤0.01% 1180
2025
Q4 		$90.9K Sell
1,875
-655
-26% -$32.5K ﹤0.01% 1368
2025
Q3 		$119K Sell
2,530
-771
-23% -$37.2K ﹤0.01% 1189
2025
Q2 		$159K Buy
3,301
+875
+36% +$44.7K 0.01% 965
2025
Q1 		$135K Sell
2,426
-491
-17% -$26.6K 0.01% 803
2024
Q4 		$141K Sell
2,917
-1,227
-30% -$62.4K 0.01% 801
2024
Q3 		$239K Buy
4,144
+100
+2% +$5.4K 0.02% 502
2024
Q2 		$210K Buy
4,044
+4
+0.1% +$193 0.01% 542
2024
Q1 		$199K Sell
4,040
-179
-4% -$8.74K 0.02% 491
2023
Q4 		$210K Buy
4,219
+209
+5% +$10.2K 0.02% 422
2023
Q3 		$215K Buy
4,010
+15
+0.4% +$800 0.02% 385
2023
Q2 		$215K Sell
3,995
-274
-6% -$14.7K 0.02% 382
2023
Q1 		$232K Buy
4,269
+106
+3% +$5.16K 0.03% 348
2022
Q4 		$202K Sell
4,163
-1,705
-29% -$74.8K 0.03% 352
2022
Q3 		$223K Buy
5,868
+475
+9% +$21.2K 0.05% 284
2022
Q2 		$269K Buy
5,393
+430
+9% +$22.8K 0.07% 224
2022
Q1 		$255K Buy
4,963
+2,597
+110% +$134K 0.06% 227
2021
Q4 		$118K Buy
+2,366
New +$117K 0.03% 286

Other funds holding SNY

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

EverSource Wealth Advisors's SNY Position: Q3 2026 in Review

EverSource Wealth Advisors increased its Sanofi (SNY) stake by 183% in Q3 2026, buying an estimated $76.5K and bringing the position to 2,718 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

EverSource Wealth Advisors first reported a position in SNY in Q4 2021 and has held it in 20 quarters since. The position peaked at $269K in Q2 2022. 379 funds tracked by Wall St. Rank hold SNY as of Q3 2026.

  • EverSource Wealth Advisors held 2,718 shares of Sanofi worth $112K as of Q3 2026.
  • EverSource Wealth Advisors bought 1,759 Sanofi shares in Q3 2026, an estimated $76.5K.
  • Sanofi made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1316 holding.
  • EverSource Wealth Advisors first reported a position in Sanofi in Q4 2021 and has held it in 20 quarters since.
  • EverSource Wealth Advisors's Sanofi position peaked at $269K in Q2 2022.
  • 379 funds tracked by Wall St. Rank held Sanofi as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.