SNY β€” SANOFI

Ownership history in Meriwether Wealth & Planning, LLC  Β·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported SANOFI (SNY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2025 Q1. The latest visible filing shows SNY at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in SANOFI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNY was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Meriwether Wealth & Planning, LLC held SNY β€” position size vs. price
% of Fund (quarterly)    SNY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,376 +1,293 +8.0% 0.46% $837K 2026-04-09 $47.08
2025 Q4 ADDED 16,083 +1,726 +12.0% 0.44% $779K 2026-01-14 $47.89
2025 Q3 ADDED 14,357 +407 +2.9% 0.39% $678K 2025-10-15 $48.96
2025 Q2 REDUCED 13,950 -239 -1.7% 0.42% $674K 2025-07-11 $48.61
2025 Q1 ADDED 14,189 +2,017 +16.6% 0.51% $787K 2025-04-21 $48.77
2024 Q4 INITIATED 12,172 β€” β€” 0.42% $587K 2025-02-07 $51.09

FAQ About Meriwether Wealth & Planning, LLC and SNY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning SNY?

Meriwether Wealth & Planning, LLC reported SNY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SNY position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for SNY was 0.51% in 2025 Q1.

What is the latest reported SNY position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 17,376 shares, equal to 0.46% of portfolio, with an estimated market value of $837K.

What does the chart on this SNY ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly SNY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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