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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
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 $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

Root Financial Partners's SNY Position: Q1 2026 in Review

Root Financial Partners reduced its Sanofi (SNY) stake by 33% in Q1 2026, selling an estimated $14K and leaving 601 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Root Financial Partners first reported a position in SNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $68.8K in Q3 2025. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Root Financial Partners held 601 shares of Sanofi worth $29K as of Q1 2026.
  • Root Financial Partners sold 301 Sanofi shares in Q1 2026, an estimated $14K.
  • Sanofi made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1137 holding.
  • Root Financial Partners first reported a position in Sanofi in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Sanofi position peaked at $68.8K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.