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Keudell/Morrison Wealth Management’s Sanofi SNY Stock Holding History

Keudell/Morrison 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 		$612K Buy
14,344
+241
+2% +$10.8K 0.12% 117
2026
Q1 		$679K Buy
14,103
+1,795
+15% +$83.7K 0.14% 104
2025
Q4 		$596K Buy
+12,308
New +$610K 0.13% 111
2025
Q2 		$650K Buy
13,457
+268
+2% +$13.7K 0.14% 99
2025
Q1 		$731K Buy
13,189
+261
+2% +$14.1K 0.17% 83
2024
Q4 		$624K Buy
12,928
+217
+2% +$11K 0.16% 89
2024
Q3 		$733K Sell
12,711
-551
-4% -$29.7K 0.2% 89
2024
Q2 		$643K Buy
13,262
+2,344
+21% +$113K 0.19% 94
2024
Q1 		$531K Buy
10,918
+2,600
+31% +$127K 0.16% 106
2023
Q4 		$414K Sell
8,318
-1,224
-13% -$59.9K 0.14% 120
2023
Q3 		$512K Sell
9,542
-205
-2% -$10.9K 0.16% 98
2023
Q2 		$525K Buy
9,747
+770
+9% +$41.4K 0.15% 99
2023
Q1 		$489K Buy
8,977
+3,099
+53% +$151K 0.14% 100
2022
Q4 		$285K Sell
5,878
-436
-7% -$19.1K 0.09% 141
2022
Q3 		$240K Sell
6,314
-541
-8% -$24.1K 0.09% 161
2022
Q2 		$343K Buy
6,855
+355
+5% +$18.8K 0.12% 124
2022
Q1 		$334K Buy
6,500
+546
+9% +$28.2K 0.14% 134
2021
Q4 		$298K Buy
5,954
+198
+3% +$9.79K 0.12% 141
2021
Q3 		$277K Buy
5,756
+106
+2% +$5.39K 0.12% 139
2021
Q2 		$298K Sell
5,650
-681
-11% -$35.5K 0.16% 136
2021
Q1 		$313K Sell
6,331
-484
-7% -$23.3K 0.18% 126
2020
Q4 		$331K Sell
6,815
-71
-1% -$3.5K 0.21% 117
2020
Q3 		$345K Buy
6,886
+418
+6% +$21.5K 0.22% 106
2020
Q2 		$330K Buy
6,468
+514
+9% +$25K 0.27% 108
2020
Q1 		$260K Buy
5,954
+191
+3% +$9.14K 0.25% 112
2019
Q4 		$289K Sell
5,763
-102
-2% -$4.78K 0.2% 116
2019
Q3 		$272K Buy
5,865
+94
+2% +$4.05K 0.22% 117
2019
Q2 		$236K Buy
5,771
+597
+12% +$25.4K 0.21% 123
2019
Q1 		$229K Buy
+5,174
New +$222K 0.2% 119

Other funds holding SNY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Keudell/Morrison Wealth Management's SNY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Sanofi (SNY) stake by 1.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 14,344 shares worth $612K. The position accounts for 0.12% of the portfolio, ranked #117.

Keudell/Morrison Wealth Management first reported a position in SNY in Q1 2019 and has held it in 29 quarters since. The position peaked at $733K in Q3 2024. 94 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Keudell/Morrison Wealth Management held 14,344 shares of Sanofi worth $612K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 241 Sanofi shares in Q2 2026, an estimated $10.8K.
  • Sanofi made up 0.12% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Keudell/Morrison Wealth Management first reported a position in Sanofi in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Sanofi position peaked at $733K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.