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Summit Trail Advisors’s Sanofi SNY Stock Holding History

Summit Trail Advisors’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 		$871K Buy
+18,072
New +$843K 0.01% 988
2025
Q4 		– Sell
-4,933
Closed -$233K – 1368
2025
Q3 		$233K Buy
4,933
+199
+4% +$9.6K ﹤0.01% 1261
2025
Q2 		$229K Buy
4,734
+124
+3% +$6.34K ﹤0.01% 1021
2025
Q1 		$256K Buy
+4,610
New +$250K 0.01% 347
2024
Q4 		– Sell
-4,066
Closed -$234K – 708
2024
Q3 		$234K Buy
+4,066
New +$220K 0.01% 632
2018
Q3 		– Sell
-783
Closed -$31K – 421
2018
Q2 		$31K Sell
783
-9,251
-92% -$364K 0.01% 350
2018
Q1 		$242K Buy
10,034
+1,959
+24% +$81.5K 0.04% 326
2017
Q4 		$356K Buy
+8,075
New +$372K 0.05% 280

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

Summit Trail Advisors's SNY Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Sanofi (SNY) in Q1 2026: 18,072 shares worth $871K. The stake represents 0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in SNY as recently as Q3 2025.

Summit Trail Advisors first reported a position in SNY in Q4 2017 and has held it in 8 quarters since. 738 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Summit Trail Advisors held 18,072 shares of Sanofi worth $871K as of Q1 2026.
  • Sanofi was a new Summit Trail Advisors position in Q1 2026.
  • Sanofi made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #988 holding.
  • Summit Trail Advisors first reported a position in Sanofi in Q4 2017 and has held it in 8 quarters since.
  • 738 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.