UCFA
SNY icon

United Capital Financial Advisors’s Sanofi SNY Stock Holding History

United Capital Financial 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 		$2.39M Sell
49,675
-4,980
-9% -$232K 0.01% 511
2025
Q4 		$2.65M Sell
54,655
-201
-0.4% -$9.96K 0.02% 468
2025
Q3 		$2.59M Sell
54,856
-5,955
-10% -$287K 0.02% 414
2025
Q2 		$2.94M Sell
60,811
-5,186
-8% -$265K 0.02% 367
2025
Q1 		$3.66M Sell
65,997
-2,643
-4% -$143K 0.03% 315
2024
Q4 		$3.31M Sell
68,640
-2,734
-4% -$139K 0.03% 325
2024
Q3 		$4.11M Sell
71,374
-2,873
-4% -$155K 0.03% 295
2024
Q2 		$3.6M Sell
74,247
-5,514
-7% -$266K 0.03% 311
2024
Q1 		$3.88M Sell
79,761
-24,368
-23% -$1.19M 0.03% 317
2023
Q4 		$5.18M Sell
104,129
-165,656
-61% -$8.1M 0.04% 281
2023
Q3 		$14.5M Sell
269,785
-2,378
-0.9% -$127K 0.09% 184
2023
Q2 		$14.7M Buy
272,163
+1,260
+0.5% +$67.8K 0.08% 192
2023
Q1 		$14.7M Buy
270,903
+232,649
+608% +$11.3M 0.08% 194
2022
Q4 		$1.85M Sell
38,254
-1,468
-4% -$64.4K 0.01% 496
2022
Q3 		$1.51M Buy
39,722
+1,183
+3% +$52.7K 0.01% 523
2022
Q2 		$1.93M Buy
38,539
+1,146
+3% +$60.8K 0.01% 500
2022
Q1 		$1.92M Buy
37,393
+1,181
+3% +$61K 0.01% 522
2021
Q4 		$1.81M Sell
36,212
-2,425
-6% -$120K 0.01% 556
2021
Q3 		$1.86M Buy
38,637
+816
+2% +$41.5K 0.01% 541
2021
Q2 		$1.99M Sell
37,821
-931
-2% -$48.6K 0.01% 540
2021
Q1 		$1.92M Buy
38,752
+1,012
+3% +$48.6K 0.01% 517
2020
Q4 		$1.83M Buy
37,740
+743
+2% +$36.6K 0.01% 524
2020
Q3 		$1.86M Buy
36,997
+1,446
+4% +$74.4K 0.01% 516
2020
Q2 		$1.81M Buy
35,551
+351
+1% +$17.1K 0.01% 541
2020
Q1 		$1.54M Sell
35,200
-7,803
-18% -$373K 0.01% 548
2019
Q4 		$2.16M Buy
43,003
+8,062
+23% +$378K 0.01% 593
2019
Q3 		$1.62M Sell
34,941
-13,617
-28% -$587K 0.01% 633
2019
Q2 		$2.1M Buy
48,558
+6,406
+15% +$272K 0.01% 606
2019
Q1 		$1.87M Sell
42,152
-6,111
-13% -$262K 0.01% 607
2018
Q4 		$2.1M Buy
48,263
+3,860
+9% +$170K 0.02% 546
2018
Q3 		$1.98M Buy
44,403
+2,313
+5% +$98.8K 0.01% 618
2018
Q2 		$1.68M Buy
42,090
+1,663
+4% +$65.5K 0.01% 633
2018
Q1 		$1.62M Buy
40,427
+2,859
+8% +$119K 0.01% 648
2017
Q4 		$1.62M Buy
37,568
+2,040
+6% +$94.1K 0.01% 655
2017
Q3 		$1.77M Sell
35,528
-832
-2% -$40.3K 0.02% 613
2017
Q2 		$1.74M Buy
36,360
+933
+3% +$44.6K 0.02% 616
2017
Q1 		$1.6M Sell
35,427
-205
-0.6% -$8.7K 0.01% 619
2016
Q4 		$1.44M Sell
35,632
-3,943
-10% -$155K 0.01% 641
2016
Q3 		$1.51M Sell
39,575
-3,724
-9% -$149K 0.01% 664
2016
Q2 		$1.82M Sell
43,299
-19,384
-31% -$795K 0.02% 575
2016
Q1 		$2.52M Sell
62,683
-56,486
-47% -$2.27M 0.03% 478
2015
Q4 		$5.08M Sell
119,169
-7,219
-6% -$332K 0.06% 324
2015
Q3 		$6M Buy
126,388
+14,570
+13% +$742K 0.07% 282
2015
Q2 		$5.54M Buy
111,818
+17,150
+18% +$869K 0.06% 325
2015
Q1 		$4.79M Buy
94,668
+17,934
+23% +$857K 0.06% 344
2014
Q4 		$3.5M Buy
76,734
+26,807
+54% +$1.3M 0.05% 339
2014
Q3 		$2.82M Sell
49,927
-1,905
-4% -$102K 0.05% 350
2014
Q2 		$2.76M Buy
51,832
+2,364
+5% +$125K 0.05% 343
2014
Q1 		$2.59M Buy
49,468
+28,209
+133% +$1.43M 0.06% 316
2013
Q4 		$1.14M Sell
21,259
-38,078
-64% -$1.96M 0.04% 316
2013
Q3 		$3M Buy
59,337
+10,499
+21% +$534K 0.1% 203
2013
Q2 		$2.52M Buy
+48,838
New +$2.6M 0.07% 278

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

United Capital Financial Advisors's SNY Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Sanofi (SNY) stake by 9.1% in Q1 2026, selling an estimated $232K and leaving 49,675 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #511.

United Capital Financial Advisors first reported a position in SNY in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.7M in Q1 2023. 739 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • United Capital Financial Advisors held 49,675 shares of Sanofi worth $2.39M as of Q1 2026.
  • United Capital Financial Advisors sold 4,980 Sanofi shares in Q1 2026, an estimated $232K.
  • Sanofi made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #511 holding.
  • United Capital Financial Advisors first reported a position in Sanofi in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Sanofi position peaked at $14.7M in Q1 2023.
  • 739 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.