Morton Brown Family Wealth’s Sanofi SNY Stock Holding History

Morton Brown Family 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
2026 Q1	$2.36K	Hold	49	–	–	﹤0.01%	248
2025 Q4	$2.38K	Hold	49	–	–	﹤0.01%	249
2025 Q3	$2.31K	Sell	49 -318	-87%	-$15.3K	﹤0.01%	241
2025 Q2	$17.7K	Hold	367	–	–	0.01%	154
2025 Q1	$20.4K	Hold	367	–	–	0.01%	147
2024 Q4	$17.7K	Hold	367	–	–	0.01%	143
2024 Q3	$21.1K	Hold	367	–	–	0.01%	131
2024 Q2	$18.5K	Sell	367 -5	-1%	-$241	0.01%	129
2024 Q1	$18.1K	Sell	372 -555	-60%	-$27.1K	0.01%	125
2023 Q4	$46.1K	Buy	927 +446	+93%	+$21.8K	0.02%	105
2023 Q3	$25.8K	Sell	481 -10	-2%	-$533	0.01%	103
2023 Q2	$26.5K	Sell	491 -10	-2%	-$538	0.01%	97
2023 Q1	$27.3K	Sell	501 -50	-9%	-$2.43K	0.02%	98
2022 Q4	$26.7K	Hold	551	–	–	0.02%	90
2022 Q3	$21K	Sell	551 -31	-5%	-$1.38K	0.02%	89
2022 Q2	$29K	Hold	582	–	–	0.02%	82
2022 Q1	$30K	Hold	582	–	–	0.02%	85
2021 Q4	$29K	Buy	+582	New	+$28.8K	0.02%	91

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