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Modern Wealth Management’s Sanofi SNY Stock Holding History

Modern Wealth 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
Q1 		$271K Buy
+5,672
New +$264K ﹤0.01% 751
2025
Q2 		– Sell
-3,705
Closed -$205K – 805
2025
Q1 		$205K Buy
+3,705
New +$201K 0.01% 639

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
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
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Modern Wealth Management's SNY Position: Q1 2026 in Review

Modern Wealth Management opened a new position in Sanofi (SNY) in Q1 2026: 5,672 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in SNY as recently as Q1 2025.

Modern Wealth Management first reported a position in SNY in Q1 2025 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Modern Wealth Management held 5,672 shares of Sanofi worth $271K as of Q1 2026.
  • Sanofi was a new Modern Wealth Management position in Q1 2026.
  • Sanofi made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #751 holding.
  • Modern Wealth Management first reported a position in Sanofi in Q1 2025 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.