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Jeppson Wealth Management’s Sanofi SNY Stock Holding History

Jeppson 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
Q2 		$332K Sell
7,776
-499
-6% -$22.3K 0.1% 180
2026
Q1 		$399K Buy
+8,275
New +$386K 0.13% 149
2020
Q4 		– Sell
-2,250
Closed -$113K – 391
2020
Q3 		$113K Buy
+2,250
New +$116K 0.09% 161

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jeppson Wealth Management's SNY Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Sanofi (SNY) stake by 6% in Q2 2026, selling an estimated $22.3K and leaving 7,776 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #180.

Jeppson Wealth Management first reported a position in SNY in Q3 2020 and has held it in 3 quarters since. The position peaked at $399K in Q1 2026. 716 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Jeppson Wealth Management held 7,776 shares of Sanofi worth $332K as of Q2 2026.
  • Jeppson Wealth Management sold 499 Sanofi shares in Q2 2026, an estimated $22.3K.
  • Sanofi made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Jeppson Wealth Management first reported a position in Sanofi in Q3 2020 and has held it in 3 quarters since.
  • Jeppson Wealth Management's Sanofi position peaked at $399K in Q1 2026.
  • 716 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.