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Allium Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Allium Financial Advisors’s Portfolio REGN Stock Details REGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-274
Closed -$212K – 83
2026
Q1 		$212K Hold
274
– – 0.17% 75
2025
Q4 		$211K Buy
+274
New +$186K 0.17% 72
2025
Q2 		– Sell
-404
Closed -$256K – 92
2025
Q1 		$256K Buy
+404
New +$278K 0.23% 60

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allium Financial Advisors's REGN Position: Q2 2026 in Review

Allium Financial Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 274 shares — an estimated $212K sold.

Allium Financial Advisors first reported a position in REGN in Q1 2025 and held it in 3 quarters. The position peaked at $256K in Q1 2025. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Allium Financial Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Allium Financial Advisors sold 274 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $212K.
  • Allium Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2025 and held it in 3 quarters.
  • Allium Financial Advisors's Regeneron Pharmaceuticals position peaked at $256K in Q1 2025.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.