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Marcum Wealth’s Sanofi SNY Stock Holding History

Marcum Wealth’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
2025
Q1 		$295K Buy
+5,325
New +$288K 0.03% 283
2024
Q4 		– Sell
-5,810
Closed -$335K – 431
2024
Q3 		$335K Sell
5,810
-129
-2% -$6.96K 0.03% 261
2024
Q2 		$288K Buy
5,939
+763
+15% +$36.8K 0.03% 282
2024
Q1 		$252K Buy
+5,176
New +$253K 0.03% 303
2023
Q4 		– Sell
-5,390
Closed -$289K – 396
2023
Q3 		$289K Buy
5,390
+179
+3% +$9.54K 0.03% 250
2023
Q2 		$281K Buy
5,211
+602
+13% +$32.4K 0.03% 259
2023
Q1 		$251K Buy
+4,609
New +$224K 0.03% 282

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's SNY Position: Q1 2025 in Review

Marcum Wealth opened a new position in Sanofi (SNY) in Q1 2025: 5,325 shares worth $295K. The stake represents 0.03% of the portfolio and ranks #283 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in SNY as recently as Q3 2024.

Marcum Wealth first reported a position in SNY in Q1 2023 and has held it in 7 quarters since. The position peaked at $335K in Q3 2024. 772 funds tracked by Wall St. Rank hold SNY as of Q1 2025.

  • Marcum Wealth held 5,325 shares of Sanofi worth $295K as of Q1 2025.
  • Sanofi was a new Marcum Wealth position in Q1 2025.
  • Sanofi made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #283 holding.
  • Marcum Wealth first reported a position in Sanofi in Q1 2023 and has held it in 7 quarters since.
  • Marcum Wealth's Sanofi position peaked at $335K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held Sanofi as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.