SWP
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Strategic Wealth Partners’s Sanofi SNY Stock Holding History

Strategic Wealth 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 		$6.46K Hold
134
– – ﹤0.01% 986
2025
Q4 		$6.49K Sell
134
-21
-14% -$1.04K ﹤0.01% 1002
2025
Q3 		$7.32K Hold
155
– – ﹤0.01% 969
2025
Q2 		$7.49K Buy
+155
New +$7.92K ﹤0.01% 833
2024
Q1 		– Sell
-15,180
Closed -$755K – 305
2023
Q4 		$755K Sell
15,180
-44,415
-75% -$2.17M 0.09% 150
2023
Q3 		$3.2M Sell
59,595
-7,024
-11% -$374K 0.42% 70
2023
Q2 		$3.59M Sell
66,619
-532
-0.8% -$28.6K 0.46% 60
2023
Q1 		$3.65M Sell
67,151
-1,068
-2% -$51.9K 0.56% 47
2022
Q4 		$3.3M Sell
68,219
-2,192
-3% -$96.2K 0.61% 45
2022
Q3 		$2.68M Buy
+70,411
New +$3.14M 0.57% 51
2019
Q4 		– Sell
-304
Closed -$13 – 444
2019
Q3 		$13 Sell
304
-232
-43% -$10K ﹤0.01% 481
2019
Q2 		$23K Sell
536
-548
-51% -$23.3K 0.01% 317
2019
Q1 		$48K Sell
1,084
-90
-8% -$3.85K 0.02% 246
2018
Q4 		$51K Sell
1,174
-84
-7% -$3.71K 0.03% 227
2018
Q3 		$56K Sell
1,258
-371
-23% -$15.8K 0.03% 222
2018
Q2 		$65K Sell
1,629
-3,790
-70% -$149K 0.04% 233
2018
Q1 		$217K Sell
5,419
-628
-10% -$26.1K 0.11% 146
2017
Q4 		$275K Buy
+6,047
New +$279K 0.15% 133

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Invesco
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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 $1.47T AUM 27.86% 1-Year Est. Return
MIP
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return