Alpha Family Trust’s Regeneron Pharmaceuticals REGN Stock Holding History

Alpha Family Trust’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	$541K	Sell	700 -75	-10%	-$57.4K	0.26%	65
2025 Q4	$598K	Buy	775 +105	+16%	+$71.3K	0.27%	67
2025 Q3	$377K	Buy	+670	New	+$379K	0.18%	103
2025 Q2	–	Sell	-595	Closed	-$377K	–	197
2025 Q1	$377K	Hold	595	–	–	0.22%	84
2024 Q4	$424K	Hold	595	–	–	0.24%	66
2024 Q3	$625K	Hold	595	–	–	0.35%	55
2024 Q2	$625K	Hold	595	–	–	0.37%	51
2024 Q1	$573K	Hold	595	–	–	0.35%	55
2023 Q4	$523K	Hold	595	–	–	0.35%	53
2023 Q3	$490K	Sell	595 -25	-4%	-$19.6K	0.37%	54
2023 Q2	$445K	Sell	620 -25	-4%	-$19.3K	0.31%	53
2023 Q1	$530K	Buy	645 +55	+9%	+$41.5K	0.42%	47
2022 Q4	$426K	Buy	+590	New	+$435K	0.38%	49

Other funds holding REGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alpha Family Trust's REGN Position: Q1 2026 in Review

Alpha Family Trust reduced its Regeneron Pharmaceuticals (REGN) stake by 9.7% in Q1 2026, selling an estimated $57.4K and leaving 700 shares worth $541K. The position accounts for 0.26% of the portfolio, ranked #65.

Alpha Family Trust first reported a position in REGN in Q4 2022 and has held it in 13 quarters since. The position peaked at $625K in Q3 2024. 1,393 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

Alpha Family Trust held 700 shares of Regeneron Pharmaceuticals worth $541K as of Q1 2026.
Alpha Family Trust sold 75 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $57.4K.
Regeneron Pharmaceuticals made up 0.26% of Alpha Family Trust's portfolio in Q1 2026, its #65 holding.
Alpha Family Trust first reported a position in Regeneron Pharmaceuticals in Q4 2022 and has held it in 13 quarters since.
Alpha Family Trust's Regeneron Pharmaceuticals position peaked at $625K in Q3 2024.
1,393 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.