Phillips Wealth Planners’s Sanofi SNY Stock Holding History

Phillips Wealth Planners’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	$331K	Buy	+7,787	New	+$363K	0.25%	134
2025 Q4	–	Sell	-6,339	Closed	-$315K	–	212
2025 Q3	$315K	Sell	6,339 -7,456	-54%	-$360K	0.26%	133
2025 Q2	$665K	Buy	13,795 +4,245	+44%	+$217K	0.6%	54
2025 Q1	$492K	Buy	+9,550	New	+$517K	0.52%	64
2024 Q4	–	Sell	-6,133	Closed	-$334K	–	195
2024 Q3	$334K	Sell	6,133 -63	-1%	-$3.4K	0.32%	115
2024 Q2	$316K	Buy	6,196 +1,302	+27%	+$62.8K	0.33%	108
2024 Q1	$224K	Buy	+4,894	New	+$239K	0.26%	154
2023 Q4	–	Sell	-3,855	Closed	-$202K	–	166
2023 Q3	$202K	Sell	3,855 -798	-17%	-$42.5K	0.27%	140
2023 Q2	$251K	Buy	4,653 +636	+16%	+$34.2K	0.33%	112
2023 Q1	$215K	Buy	+4,017	New	+$195K	0.28%	138

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Phillips Wealth Planners's SNY Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Sanofi (SNY) in Q1 2026: 7,787 shares worth $331K. The stake represents 0.25% of the portfolio and ranks #134 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in SNY as recently as Q3 2025.

Phillips Wealth Planners first reported a position in SNY in Q1 2023 and has held it in 10 quarters since. The position peaked at $665K in Q2 2025. 738 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

Phillips Wealth Planners held 7,787 shares of Sanofi worth $331K as of Q1 2026.
Sanofi was a new Phillips Wealth Planners position in Q1 2026.
Sanofi made up 0.25% of Phillips Wealth Planners's portfolio in Q1 2026, its #134 holding.
Phillips Wealth Planners first reported a position in Sanofi in Q1 2023 and has held it in 10 quarters since.
Phillips Wealth Planners's Sanofi position peaked at $665K in Q2 2025.
738 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

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