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Venturi Wealth Management’s Sanofi SNY Stock Holding History

Venturi Wealth Management’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 		– Sell
-4,938
Closed -$239K – 659
2025
Q4 		$239K Buy
+4,938
New +$245K 0.01% 504
2025
Q1 		– Sell
-334
Closed -$16.1K – 1627
2024
Q4 		$16.1K Buy
334
+99
+42% +$5.03K ﹤0.01% 1316
2024
Q3 		$13.5K Buy
235
+46
+24% +$2.48K ﹤0.01% 1126
2024
Q2 		$9.17K Buy
189
+64
+51% +$3.09K ﹤0.01% 1121
2024
Q1 		$6.08K Sell
125
-410
-77% -$20K ﹤0.01% 1042
2023
Q4 		$26.6K Buy
535
+332
+164% +$16.2K ﹤0.01% 628
2023
Q3 		$10.9K Hold
203
– – ﹤0.01% 791
2023
Q2 		$10.9K Hold
203
– – ﹤0.01% 643
2023
Q1 		$11K Buy
+203
New +$9.87K ﹤0.01% 698
2018
Q1 		– Sell
-8,030
Closed -$345K – 190
2017
Q4 		$345K Buy
8,030
+2,880
+56% +$133K 0.07% 158
2017
Q3 		$256K Hold
5,150
– – 0.05% 173
2017
Q2 		$247K Buy
+5,150
New +$246K 0.06% 164

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

Venturi Wealth Management's SNY Position: Q1 2026 in Review

Venturi Wealth Management sold out of Sanofi (SNY) in Q1 2026, closing a stake of 4,938 shares — an estimated $239K sold.

Venturi Wealth Management first reported a position in SNY in Q2 2017 and held it in 12 quarters. The position peaked at $345K in Q4 2017. 738 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Venturi Wealth Management reported no remaining Sanofi position as of Q1 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 4,938 Sanofi shares in Q1 2026, an estimated $239K.
  • Venturi Wealth Management first reported a position in Sanofi in Q2 2017 and held it in 12 quarters.
  • Venturi Wealth Management's Sanofi position peaked at $345K in Q4 2017.
  • 738 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.