HB Wealth Management’s Sanofi SNY Stock Holding History

HB Wealth 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	$975K	Sell	20,240 -6,375	-24%	-$297K	0.01%	673
2025 Q4	$1.29M	Buy	26,615 +777	+3%	+$38.5K	0.01%	546
2025 Q3	$1.22M	Sell	25,838 -3,947	-13%	-$190K	0.01%	554
2025 Q2	$1.44M	Sell	29,785 -3,452	-10%	-$176K	0.01%	452
2025 Q1	$1.84M	Buy	33,237 +17,741	+114%	+$960K	0.02%	399
2024 Q4	$747K	Buy	15,496 +9,342	+152%	+$475K	0.01%	487
2024 Q3	$355K	Sell	6,154 -12	-0.2%	-$648	﹤0.01%	703
2024 Q2	$299K	Buy	6,166 +221	+4%	+$10.7K	﹤0.01%	710
2024 Q1	$289K	Buy	5,945 +1,618	+37%	+$79K	﹤0.01%	673
2023 Q4	$215K	Buy	4,327 +293	+7%	+$14.3K	﹤0.01%	717
2023 Q3	$216K	Buy	+4,034	New	+$215K	﹤0.01%	683
2023 Q2	–	Sell	-3,876	Closed	-$211K	–	760
2023 Q1	$211K	Buy	+3,876	New	+$189K	﹤0.01%	660

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