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 Q2	$656K	Sell	15,375 -2,697	-15%	-$121K	0.01%	1144
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Trail Advisors's SNY Position: Q2 2026 in Review

Summit Trail Advisors reduced its Sanofi (SNY) stake by 15% in Q2 2026, selling an estimated $121K and leaving 15,375 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #1144.

Summit Trail Advisors first reported a position in SNY in Q4 2017 and has held it in 9 quarters since. The position peaked at $871K in Q1 2026. 716 funds tracked by Wall St. Rank hold SNY as of Q2 2026.

Summit Trail Advisors held 15,375 shares of Sanofi worth $656K as of Q2 2026.
Summit Trail Advisors sold 2,697 Sanofi shares in Q2 2026, an estimated $121K.
Sanofi made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1144 holding.
Summit Trail Advisors first reported a position in Sanofi in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Sanofi position peaked at $871K in Q1 2026.
716 funds tracked by Wall St. Rank held Sanofi as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.