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Planned Solutions’s Sanofi SNY Stock Holding History

Planned Solutions’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 		– Sell
-4,462
Closed -$216K – 146
2025
Q4 		$216K Hold
4,462
– – 0.07% 133
2025
Q3 		$211K Sell
4,462
-340
-7% -$16.4K 0.07% 133
2025
Q2 		$232K Sell
4,802
-266
-5% -$13.6K 0.09% 108
2025
Q1 		$281K Hold
5,068
– – 0.11% 91
2024
Q4 		$244K Sell
5,068
-1,150
-18% -$58.5K 0.1% 90
2024
Q3 		$358K Buy
6,218
+1,150
+23% +$62.1K 0.14% 64
2024
Q2 		$246K Buy
+5,068
New +$244K 0.12% 78
2024
Q1 		– Sell
-3,683
Closed -$183K – 478
2023
Q4 		$183K Buy
+3,683
New +$180K 0.09% 93
2021
Q1 		– Sell
-200
Closed -$10K – 351
2020
Q4 		$10K Hold
200
– – 0.01% 333
2020
Q3 		$10K Buy
+200
New +$10.3K 0.01% 260

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

Planned Solutions's SNY Position: Q1 2026 in Review

Planned Solutions sold out of Sanofi (SNY) in Q1 2026, closing a stake of 4,462 shares — an estimated $216K sold.

Planned Solutions first reported a position in SNY in Q3 2020 and held it in 10 quarters. The position peaked at $358K in Q3 2024. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Planned Solutions reported no remaining Sanofi position as of Q1 2026 after selling out during the quarter.
  • Planned Solutions sold 4,462 Sanofi shares in Q1 2026, an estimated $216K.
  • Planned Solutions first reported a position in Sanofi in Q3 2020 and held it in 10 quarters.
  • Planned Solutions's Sanofi position peaked at $358K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Planned Solutions's 13F filing for Q1 2026, filed 9 Apr 2026.