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Kerr Financial Planning’s Sanofi SNY Stock Holding History

Kerr Financial Planning’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 		$5.59K Hold
131
– – 0.01% 427
2026
Q1 		$6.01K Sell
131
-10
-7% -$466 ﹤0.01% 405
2025
Q4 		$6.72K Hold
141
– – 0.01% 401
2025
Q3 		$7.39K Buy
+141
New +$6.8K 0.01% 386

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

Kerr Financial Planning's SNY Position: Q2 2026 in Review

Kerr Financial Planning held its Sanofi (SNY) position steady in Q2 2026 at 131 shares worth $5.59K. The position accounts for 0.01% of the portfolio, ranked #427.

Kerr Financial Planning first reported a position in SNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.39K in Q3 2025. 714 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Kerr Financial Planning held 131 shares of Sanofi worth $5.59K as of Q2 2026.
  • Kerr Financial Planning left its Sanofi share count unchanged in Q2 2026.
  • Sanofi made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #427 holding.
  • Kerr Financial Planning first reported a position in Sanofi in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Sanofi position peaked at $7.39K in Q3 2025.
  • 714 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.