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Pinnacle Wealth Planning Services’s Sanofi SNY Stock Holding History

Pinnacle Wealth Planning Services’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 		$322K Sell
6,673
-4,181
-39% -$195K 0.03% 316
2025
Q4 		$526K Buy
10,854
+432
+4% +$21.4K 0.05% 204
2025
Q3 		$492K Sell
10,422
-653
-6% -$31.5K 0.06% 215
2025
Q2 		$535K Buy
11,075
+1,157
+12% +$59.1K 0.07% 186
2025
Q1 		$550K Buy
9,918
+496
+5% +$26.8K 0.08% 148
2024
Q4 		$454K Sell
9,422
-116
-1% -$5.9K 0.07% 168
2024
Q3 		$550K Sell
9,538
-56
-0.6% -$3.02K 0.07% 176
2024
Q2 		$466K Buy
9,594
+51
+0.5% +$2.46K 0.07% 199
2024
Q1 		$464K Sell
9,543
-260
-3% -$12.7K 0.07% 201
2023
Q4 		$488K Sell
9,803
-774
-7% -$37.8K 0.08% 182
2023
Q3 		$567K Buy
10,577
+700
+7% +$37.3K 0.09% 142
2023
Q2 		$532K Sell
9,877
-325
-3% -$17.5K 0.09% 157
2023
Q1 		$555K Sell
10,202
-1,217
-11% -$59.2K 0.09% 156
2022
Q4 		$553K Buy
+11,419
New +$501K 0.1% 147
2022
Q3 		– Sell
-12,486
Closed -$625K – 441
2022
Q2 		$625K Sell
12,486
-363
-3% -$19.3K 0.11% 124
2022
Q1 		$660K Sell
12,849
-548
-4% -$28.3K 0.12% 133
2021
Q4 		$671K Sell
13,397
-356
-3% -$17.6K 0.13% 118
2021
Q3 		$663K Buy
13,753
+710
+5% +$36.1K 0.15% 107
2021
Q2 		$687K Buy
13,043
+3,264
+33% +$170K 0.16% 101
2021
Q1 		$484K Buy
9,779
+1,252
+15% +$60.1K 0.12% 132
2020
Q4 		$414K Buy
8,527
+2,138
+33% +$105K 0.1% 135
2020
Q3 		$320K Buy
6,389
+1,715
+37% +$88.3K 0.11% 155
2020
Q2 		$239K Buy
+4,674
New +$227K 0.08% 191

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

Pinnacle Wealth Planning Services's SNY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Sanofi (SNY) stake by 39% in Q1 2026, selling an estimated $195K and leaving 6,673 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #316.

Pinnacle Wealth Planning Services first reported a position in SNY in Q2 2020 and has held it in 23 quarters since. The position peaked at $687K in Q2 2021. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,673 shares of Sanofi worth $322K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4,181 Sanofi shares in Q1 2026, an estimated $195K.
  • Sanofi made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #316 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sanofi in Q2 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Sanofi position peaked at $687K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.