Legacy Capital Wealth Partners’s Sanofi SNY Stock Holding History

Legacy Capital Wealth Partners’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	$592K	Sell	12,289 -65	-0.5%	-$3.03K	0.12%	178
2025 Q4	$599K	Buy	12,354 +420	+4%	+$20.8K	0.13%	171
2025 Q3	$563K	Sell	11,934 -675	-5%	-$32.6K	0.12%	179
2025 Q2	$609K	Sell	12,609 -954	-7%	-$48.7K	0.14%	158
2025 Q1	$752K	Buy	13,563 +1,406	+12%	+$76.1K	0.19%	115
2024 Q4	$586K	Sell	12,157 -12,117	-50%	-$616K	0.15%	145
2024 Q3	$1.4M	Buy	24,274 +12,942	+114%	+$699K	0.28%	72
2024 Q2	$550K	Buy	+11,332	New	+$547K	0.14%	143
2024 Q1	–	Sell	-7,181	Closed	-$357K	–	308
2023 Q4	$357K	Sell	7,181 -2,218	-24%	-$108K	0.1%	195
2023 Q3	$504K	Buy	+9,399	New	+$501K	0.14%	145
2023 Q2	–	Sell	-8,045	Closed	-$438K	–	204
2023 Q1	$438K	Buy	+8,045	New	+$391K	0.12%	148

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return