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Exencial Wealth Advisors’s Sanofi SNY Stock Holding History

Exencial 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 		$3.92M Buy
81,382
+8,078
+11% +$377K 0.12% 165
2025
Q4 		$3.55M Buy
73,304
+6,751
+10% +$335K 0.11% 169
2025
Q3 		$3.14M Buy
66,553
+3,107
+5% +$150K 0.1% 178
2025
Q2 		$3.07M Buy
63,446
+2,994
+5% +$153K 0.11% 176
2025
Q1 		$3.35M Buy
60,452
+1,741
+3% +$94.2K 0.12% 170
2024
Q4 		$2.83M Sell
58,711
-203
-0.3% -$10.3K 0.1% 182
2024
Q3 		$3.4M Buy
58,914
+3,056
+5% +$165K 0.12% 167
2024
Q2 		$2.71M Sell
55,858
-1,192
-2% -$57.5K 0.1% 180
2024
Q1 		$2.77M Buy
57,050
+3,119
+6% +$152K 0.1% 179
2023
Q4 		$2.68M Buy
53,931
+3,773
+8% +$184K 0.11% 172
2023
Q3 		$2.69M Buy
50,158
+4,642
+10% +$247K 0.13% 150
2023
Q2 		$2.45M Buy
45,516
+5,269
+13% +$284K 0.11% 168
2023
Q1 		$2.19M Buy
40,247
+6,594
+20% +$321K 0.11% 165
2022
Q4 		$1.63M Sell
33,653
-107,224
-76% -$4.71M 0.09% 188
2022
Q3 		$5.36M Sell
140,877
-20,173
-13% -$899K 0.32% 96
2022
Q2 		$8.06M Sell
161,050
-11,141
-6% -$591K 0.46% 70
2022
Q1 		$8.84M Buy
172,191
+5,972
+4% +$308K 0.44% 71
2021
Q4 		$8.33M Sell
166,219
-40,845
-20% -$2.02M 0.4% 84
2021
Q3 		$9.98M Buy
207,064
+64,723
+45% +$3.29M 0.43% 57
2021
Q2 		$7.5M Buy
142,341
+8,883
+7% +$464K 0.41% 85
2021
Q1 		$6.6M Buy
133,458
+18,977
+17% +$912K 0.39% 90
2020
Q4 		$5.56M Buy
114,481
+18,517
+19% +$913K 0.38% 92
2020
Q3 		$4.82M Buy
95,964
+14,974
+18% +$771K 0.26% 117
2020
Q2 		$4.13M Buy
+80,990
New +$3.94M 0.36% 97

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Sanofi (SNY) stake by 11% in Q1 2026, buying an estimated $377K and bringing the position to 81,382 shares worth $3.92M. The position accounts for 0.12% of the portfolio, ranked #165.

Exencial Wealth Advisors first reported a position in SNY in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.98M in Q3 2021. 745 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Exencial Wealth Advisors held 81,382 shares of Sanofi worth $3.92M as of Q1 2026.
  • Exencial Wealth Advisors bought 8,078 Sanofi shares in Q1 2026, an estimated $377K.
  • Sanofi made up 0.12% of Exencial Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Exencial Wealth Advisors first reported a position in Sanofi in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Sanofi position peaked at $9.98M in Q3 2021.
  • 745 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.