Merit Financial Group’s Sanofi SNY Stock Holding History

Merit Financial Group’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	$5.56M	Buy	115,341 +21,973	+24%	+$1.02M	0.04%	359
2025 Q4	$4.52M	Sell	93,368 -1,337	-1%	-$66.3K	0.04%	380
2025 Q3	$4.47M	Buy	94,705 +4,250	+5%	+$205K	0.04%	338
2025 Q2	$4.37M	Buy	90,455 +62,607	+225%	+$3.2M	0.05%	308
2025 Q1	$1.54M	Buy	27,848 +7,054	+34%	+$382K	0.02%	505
2024 Q4	$1M	Sell	20,794 -502	-2%	-$25.5K	0.02%	509
2024 Q3	$1.23M	Sell	21,296 -1,558	-7%	-$84.1K	0.03%	372
2024 Q2	$1.11M	Sell	22,854 -238	-1%	-$11.5K	0.02%	380
2024 Q1	$1.13M	Buy	23,092 +17,953	+349%	+$877K	0.03%	370
2023 Q4	$256K	Buy	+5,139	New	+$251K	0.01%	664

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 $653B AUM 32.41% 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 $1.47T 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