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Root Financial Partners’s Sanofi SNY Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-601
Closed -$29K – 2760
2026
Q1 		$29K Sell
601
-301
-33% -$14K ﹤0.01% 1137
2025
Q4 		$43.7K Sell
902
-555
-38% -$27.5K ﹤0.01% 773
2025
Q3 		$68.8K Buy
+1,457
New +$70.3K ﹤0.01% 565

Other funds holding SNY

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Root Financial Partners's SNY Position: Q2 2026 in Review

Root Financial Partners sold out of Sanofi (SNY) in Q2 2026, closing a stake of 601 shares — an estimated $29K sold.

Root Financial Partners first reported a position in SNY in Q3 2025 and held it in 3 quarters. The position peaked at $68.8K in Q3 2025. 715 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

  • Root Financial Partners reported no remaining Sanofi position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 601 Sanofi shares in Q2 2026, an estimated $29K.
  • Root Financial Partners first reported a position in Sanofi in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sanofi position peaked at $68.8K in Q3 2025.
  • 715 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.