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Waverly Advisors’s Sanofi SNY Stock Holding History

Waverly 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 		$513K Sell
10,640
-2,025
-16% -$94.4K ﹤0.01% 1075
2025
Q4 		$614K Buy
12,665
+2,654
+27% +$132K 0.01% 925
2025
Q3 		$473K Sell
10,011
-9
-0.1% -$434 ﹤0.01% 864
2025
Q2 		$484K Buy
10,020
+174
+2% +$8.89K 0.01% 812
2025
Q1 		$546K Buy
9,846
+56
+0.6% +$3.03K 0.01% 749
2024
Q4 		$472K Buy
9,790
+4,082
+72% +$208K 0.01% 698
2024
Q3 		$329K Hold
5,708
– – 0.01% 663
2024
Q2 		$277K Buy
5,708
+906
+19% +$43.7K 0.01% 687
2024
Q1 		$233K Buy
+4,802
New +$234K 0.01% 621
2015
Q4 		– Sell
-83
Closed -$4K – 352
2015
Q3 		$4K Hold
83
– – ﹤0.01% 391
2015
Q2 		$4K Buy
+83
New +$4.21K ﹤0.01% 323
2014
Q4 		– Sell
-331
Closed -$19K – 635
2014
Q3 		$19K Hold
331
– – 0.01% 350
2014
Q2 		$18K Hold
331
– – 0.01% 351
2014
Q1 		$17K Sell
331
-449
-58% -$22.7K 0.01% 347
2013
Q4 		$42K Buy
780
+331
+74% +$17.1K 0.01% 355
2013
Q3 		$23K Buy
+449
New +$22.8K 0.01% 341

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

Waverly Advisors's SNY Position: Q1 2026 in Review

Waverly Advisors reduced its Sanofi (SNY) stake by 16% in Q1 2026, selling an estimated $94.4K and leaving 10,640 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Waverly Advisors first reported a position in SNY in Q3 2013 and has held it in 16 quarters since. The position peaked at $614K in Q4 2025. 737 funds tracked by Wall St. Rank hold SNY as of Q1 2026.

  • Waverly Advisors held 10,640 shares of Sanofi worth $513K as of Q1 2026.
  • Waverly Advisors sold 2,025 Sanofi shares in Q1 2026, an estimated $94.4K.
  • Sanofi made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1075 holding.
  • Waverly Advisors first reported a position in Sanofi in Q3 2013 and has held it in 16 quarters since.
  • Waverly Advisors's Sanofi position peaked at $614K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Sanofi as of Q1 2026.

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