Krensavage Asset Management’s Sanofi SNY Stock Holding History

Krensavage Asset 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	$13.8M	Hold	323,946	–	–	5.25%	7
2026 Q1	$15.6M	Hold	323,946	–	–	6.1%	6
2025 Q4	$15.7M	Hold	323,946	–	–	5.54%	7
2025 Q3	$15.3M	Buy	323,946 +175,000	+117%	+$8.45M	6.51%	7
2025 Q2	$7.2M	Sell	148,946 -150	-0.1%	-$7.66K	3.81%	11
2025 Q1	$8.27M	Sell	149,096 -100	-0.1%	-$5.41K	4.57%	9
2024 Q4	$7.2M	Sell	149,196 -1,009	-0.7%	-$51.3K	4.26%	9
2024 Q3	$8.66M	Sell	150,205 -3,627	-2%	-$196K	4.85%	8
2024 Q2	$7.46M	Buy	153,832 +2,873	+2%	+$139K	3.43%	10
2024 Q1	$7.34M	Buy	150,959 +559	+0.4%	+$27.3K	3.25%	10
2023 Q4	$7.48M	Buy	+150,400	New	+$7.35M	2.65%	9

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Krensavage Asset Management's SNY Position: Q2 2026 in Review

Krensavage Asset Management held its Sanofi (SNY) position steady in Q2 2026 at 323,946 shares worth $13.8M. The position accounts for 5.25% of the portfolio, ranked #7.

Krensavage Asset Management first reported a position in SNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.7M in Q4 2025. 716 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

Krensavage Asset Management held 323,946 shares of Sanofi worth $13.8M as of Q2 2026.
Krensavage Asset Management left its Sanofi share count unchanged in Q2 2026.
Sanofi made up 5.25% of Krensavage Asset Management's portfolio in Q2 2026, its #7 holding.
Krensavage Asset Management first reported a position in Sanofi in Q4 2023 and has held it in 11 quarters since.
Krensavage Asset Management's Sanofi position peaked at $15.7M in Q4 2025.
716 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Krensavage Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.