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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
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 $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jeppson Wealth Management's SNY Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in Sanofi (SNY) in Q1 2026: 8,275 shares worth $399K. The stake represents 0.13% of the portfolio and ranks #149 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in SNY as recently as Q3 2020.

Jeppson Wealth Management first reported a position in SNY in Q3 2020 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Jeppson Wealth Management held 8,275 shares of Sanofi worth $399K as of Q1 2026.
  • Sanofi was a new Jeppson Wealth Management position in Q1 2026.
  • Sanofi made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Jeppson Wealth Management first reported a position in Sanofi in Q3 2020 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.