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Forum Financial Management’s Sanofi SNY Stock Holding History

Forum Financial 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 		– Sell
-69,279
Closed -$3.36M – 891
2025
Q4 		$3.36M Hold
69,279
– – 0.04% 97
2025
Q3 		$3.27M Buy
69,279
+12,250
+21% +$591K 0.04% 95
2025
Q2 		$2.76M Sell
57,029
-9,298
-14% -$475K 0.04% 95
2025
Q1 		$3.68M Sell
66,327
-500
-0.7% -$27.1K 0.06% 67
2024
Q4 		$3.22M Buy
66,827
+28,879
+76% +$1.47M 0.05% 74
2024
Q3 		$2.19M Buy
37,948
+26
+0.1% +$1.4K 0.04% 96
2024
Q2 		$1.84M Buy
37,922
+493
+1% +$23.8K 0.03% 114
2024
Q1 		$1.82M Buy
37,429
+1,790
+5% +$87.4K 0.03% 121
2023
Q4 		$1.77M Buy
35,639
+5,168
+17% +$253K 0.03% 102
2023
Q3 		$1.63M Buy
30,471
+200
+0.7% +$10.7K 0.04% 106
2023
Q2 		$1.63M Buy
30,271
+588
+2% +$31.6K 0.04% 102
2023
Q1 		$1.62M Buy
29,683
+6
+0% +$292 0.05% 92
2022
Q4 		$1.44M Sell
29,677
-164
-0.5% -$7.2K 0.05% 92
2022
Q3 		$1.14M Hold
29,841
– – 0.05% 99
2022
Q2 		$1.49M Buy
29,841
+173
+0.6% +$9.18K 0.08% 84
2022
Q1 		$1.52M Hold
29,668
– – 0.07% 84
2021
Q4 		$1.49M Buy
+29,668
New +$1.47M 0.08% 82

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

Forum Financial Management's SNY Position: Q1 2026 in Review

Forum Financial Management sold out of Sanofi (SNY) in Q1 2026, closing a stake of 69,279 shares — an estimated $3.36M sold.

Forum Financial Management first reported a position in SNY in Q4 2021 and held it in 17 quarters. The position peaked at $3.68M in Q1 2025. 746 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Forum Financial Management reported no remaining Sanofi position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 69,279 Sanofi shares in Q1 2026, an estimated $3.36M.
  • Forum Financial Management first reported a position in Sanofi in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Sanofi position peaked at $3.68M in Q1 2025.
  • 746 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.