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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Allium Financial Advisors's REGN Position: Q1 2026 in Review

Allium Financial Advisors held its Regeneron Pharmaceuticals (REGN) position steady in Q1 2026 at 274 shares worth $212K. The position accounts for 0.17% of the portfolio, ranked #75.

Allium Financial Advisors first reported a position in REGN in Q1 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2025. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Allium Financial Advisors held 274 shares of Regeneron Pharmaceuticals worth $212K as of Q1 2026.
  • Allium Financial Advisors left its Regeneron Pharmaceuticals share count unchanged in Q1 2026.
  • Regeneron Pharmaceuticals made up 0.17% of Allium Financial Advisors's portfolio in Q1 2026, its #75 holding.
  • Allium Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2025 and has held it in 3 quarters since.
  • Allium Financial Advisors's Regeneron Pharmaceuticals position peaked at $256K in Q1 2025.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.