Keystone Financial Planning’s Sanofi SNY Stock Holding History

Keystone 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	$933K	Sell	21,872 -144	-0.7%	-$6.43K	0.24%	29
2026 Q1	$1.06M	Hold	22,016	–	–	0.28%	30
2025 Q4	$1.07M	Buy	22,016 +172	+0.8%	+$8.53K	0.31%	30
2025 Q3	$1.03M	Hold	21,844	–	–	0.3%	32
2025 Q2	$1.06M	Sell	21,844 -948	-4%	-$48.4K	0.32%	32
2025 Q1	$1.26M	Hold	22,792	–	–	0.38%	33
2024 Q4	$1.1M	Sell	22,792 -172	-0.7%	-$8.74K	0.34%	34
2024 Q3	$1.32M	Hold	22,964	–	–	0.4%	32
2024 Q2	$1.11M	Sell	22,964 -192	-0.8%	-$9.26K	0.37%	33
2024 Q1	$1.13M	Hold	23,156	–	–	0.37%	35
2023 Q4	$1.15M	Hold	23,156	–	–	0.38%	35
2023 Q3	$1.24M	Hold	23,156	–	–	0.43%	35
2023 Q2	$1.25M	Buy	23,156 +388	+2%	+$20.9K	0.42%	35
2023 Q1	$1.24M	Sell	22,768 -864	-4%	-$42K	0.42%	34
2022 Q4	$1.14M	Sell	23,632 -140	-0.6%	-$6.14K	0.39%	35
2022 Q3	$904K	Buy	23,772 +871	+4%	+$38.8K	0.35%	36
2022 Q2	$1.15M	Hold	22,901	–	–	0.4%	35
2022 Q1	$1.18M	Sell	22,901 -293	-1%	-$15.1K	0.39%	36
2021 Q4	$1.16M	Sell	23,194 -871	-4%	-$43.1K	0.4%	36
2021 Q3	$1.16M	Hold	24,065	–	–	0.42%	31
2021 Q2	$1.27M	Sell	24,065 -777	-3%	-$40.5K	0.46%	30
2021 Q1	$1.23M	Hold	24,842	–	–	0.46%	30
2020 Q4	$1.21M	Hold	24,842	–	–	0.5%	29
2020 Q3	$1.25M	Hold	24,842	–	–	0.6%	29
2020 Q2	$1.27M	Sell	24,842 -22,300	-47%	-$1.08M	0.63%	34
2020 Q1	$2.06M	Hold	47,142	–	–	1.18%	29
2019 Q4	$2.37M	Hold	47,142	–	–	1.06%	37
2019 Q3	$2.18M	Buy	47,142 +2,438	+5%	+$105K	1.04%	36
2019 Q2	$1.93M	Sell	44,704 -266	-0.6%	-$11.3K	0.95%	37
2019 Q1	$1.99M	Sell	44,970 -577	-1%	-$24.7K	0.98%	36
2018 Q4	$1.98M	Sell	45,547 -122	-0.3%	-$5.38K	1.1%	33
2018 Q3	$2.04M	Sell	45,669 -586	-1%	-$25K	1.04%	33
2018 Q2	$1.85M	Hold	46,255	–	–	1.02%	34
2018 Q1	$1.85M	Buy	46,255 +4,978	+12%	+$207K	1.03%	35
2017 Q4	$1.77M	Hold	41,277	–	–	0.95%	37
2017 Q3	$2.06M	Hold	41,277	–	–	1.17%	31
2017 Q2	$1.98M	Sell	41,277 -610	-1%	-$29.2K	1.2%	32
2017 Q1	$1.9M	Sell	41,887 -989	-2%	-$42K	1.18%	31
2016 Q4	$1.73M	Buy	42,876 +959	+2%	+$37.8K	1.13%	31
2016 Q3	$1.6M	Buy	41,917 +1,061	+3%	+$42.6K	1.05%	31
2016 Q2	$1.71M	Buy	+40,856	New	+$1.68M	1.16%	30
2014 Q3	–	Sell	-9,037	Closed	-$480K	–	49
2014 Q2	$480K	Hold	9,037	–	–	0.36%	40
2014 Q1	$472K	Hold	9,037	–	–	0.37%	45
2013 Q4	$485K	Buy	+9,037	New	+$466K	0.39%	44

Other funds holding SNY

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 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

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

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

Keystone Financial Planning reduced its Sanofi (SNY) stake by 0.65% in Q2 2026, selling an estimated $6.43K and leaving 21,872 shares worth $933K. The position accounts for 0.24% of the portfolio, ranked #29.

Keystone Financial Planning first reported a position in SNY in Q4 2013 and has held it in 44 quarters since. The position peaked at $2.37M in Q4 2019. 94 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

Keystone Financial Planning held 21,872 shares of Sanofi worth $933K as of Q2 2026.
Keystone Financial Planning sold 144 Sanofi shares in Q2 2026, an estimated $6.43K.
Sanofi made up 0.24% of Keystone Financial Planning's portfolio in Q2 2026, its #29 holding.
Keystone Financial Planning first reported a position in Sanofi in Q4 2013 and has held it in 44 quarters since.
Keystone Financial Planning's Sanofi position peaked at $2.37M in Q4 2019.
94 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.