Willow Creek Wealth Management’s Sanofi SNY Stock Holding History

Willow Creek 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
2025 Q3	–	Sell	-4,202	Closed	-$203K	–	183
2025 Q2	$203K	Buy	4,202 +31	+0.7%	+$1.58K	0.02%	163
2025 Q1	$231K	Hold	4,171	–	–	0.02%	143
2024 Q4	$201K	Hold	4,171	–	–	0.02%	151
2024 Q3	$240K	Hold	4,171	–	–	0.03%	142
2024 Q2	$202K	Hold	4,171	–	–	0.02%	147
2024 Q1	$203K	Hold	4,171	–	–	0.02%	149
2023 Q4	$207K	Hold	4,171	–	–	0.03%	143
2023 Q3	$224K	Hold	4,171	–	–	0.03%	125
2023 Q2	$225K	Hold	4,171	–	–	0.03%	134
2023 Q1	$227K	Hold	4,171	–	–	0.04%	121
2022 Q4	$202K	Buy	+4,171	New	+$183K	0.03%	129
2022 Q3	–	Sell	-4,171	Closed	-$209K	–	132
2022 Q2	$209K	Hold	4,171	–	–	0.04%	117
2022 Q1	$214K	Sell	4,171 -200	-5%	-$10.3K	0.04%	112
2021 Q4	$219K	Hold	4,371	–	–	0.05%	117
2021 Q3	$211K	Hold	4,371	–	–	0.05%	110
2021 Q2	$230K	Hold	4,371	–	–	0.05%	104
2021 Q1	$216K	Hold	4,371	–	–	0.08%	90
2020 Q4	$212K	Hold	4,371	–	–	0.08%	86
2020 Q3	$219K	Hold	4,371	–	–	0.09%	79
2020 Q2	$223K	Buy	+4,371	New	+$212K	0.1%	68
2020 Q1	–	Sell	-4,371	Closed	-$219K	–	78
2019 Q4	$219K	Hold	4,371	–	–	0.1%	77
2019 Q3	$203K	Buy	+4,371	New	+$189K	0.09%	83

Other funds holding SNY

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Willow Creek Wealth Management's SNY Position: Q3 2025 in Review

Willow Creek Wealth Management sold out of Sanofi (SNY) in Q3 2025, closing a stake of 4,202 shares — an estimated $203K sold.

Willow Creek Wealth Management first reported a position in SNY in Q3 2019 and held it in 22 quarters. The position peaked at $240K in Q3 2024. 712 funds tracked by Wall St. Rank hold SNY as of Q3 2025.

Willow Creek Wealth Management reported no remaining Sanofi position as of Q3 2025 after selling out during the quarter.
Willow Creek Wealth Management sold 4,202 Sanofi shares in Q3 2025, an estimated $203K.
Willow Creek Wealth Management first reported a position in Sanofi in Q3 2019 and held it in 22 quarters.
Willow Creek Wealth Management's Sanofi position peaked at $240K in Q3 2024.
712 funds tracked by Wall St. Rank held Sanofi as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.