GeoWealth Management’s Sanofi SNY Stock Holding History

GeoWealth 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	$1.78M	Buy	36,989 +4,885	+15%	+$228K	0.06%	174
2025 Q4	$1.56M	Buy	32,104 +1,773	+6%	+$87.9K	0.06%	196
2025 Q3	$1.43M	Buy	30,331 +9,172	+43%	+$443K	0.05%	233
2025 Q2	$1.02M	Buy	21,159 +2,704	+15%	+$138K	0.04%	252
2025 Q1	$1.02M	Buy	18,455 +3,199	+21%	+$173K	0.04%	255
2024 Q4	$736K	Buy	15,256 +5,500	+56%	+$280K	0.02%	380
2024 Q3	$562K	Buy	9,756 +1,336	+16%	+$72.1K	0.02%	444
2024 Q2	$409K	Buy	8,420 +834	+11%	+$40.2K	0.02%	487
2024 Q1	$369K	Buy	7,586 +956	+14%	+$46.7K	0.01%	516
2023 Q4	$330K	Buy	+6,630	New	+$324K	0.03%	393

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return