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Atria Wealth Solutions’s Regeneron Pharmaceuticals REGN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-1,582
Closed -$1M – 1819
2025
Q1 		$1M Sell
1,582
-152
-9% -$105K 0.01% 898
2024
Q4 		$1.23M Buy
1,734
+93
+6% +$78K 0.01% 844
2024
Q3 		$1.73M Sell
1,641
-317
-16% -$353K 0.02% 691
2024
Q2 		$2.06M Sell
1,958
-22
-1% -$21.3K 0.02% 616
2024
Q1 		$1.91M Buy
1,980
+9
+0.5% +$8.56K 0.02% 661
2023
Q4 		$1.73M Buy
1,971
+218
+12% +$180K 0.02% 652
2023
Q3 		$1.44M Sell
1,753
-28
-2% -$22K 0.02% 673
2023
Q2 		$1.28M Sell
1,781
-298
-14% -$230K 0.02% 740
2023
Q1 		$1.71M Buy
2,079
+397
+24% +$299K 0.03% 593
2022
Q4 		$1.21M Buy
1,682
+216
+15% +$159K 0.02% 673
2022
Q3 		$1.01M Sell
1,466
-38
-3% -$23.9K 0.02% 708
2022
Q2 		$889K Sell
1,504
-194
-11% -$126K 0.02% 746
2022
Q1 		$1.19M Buy
+1,698
New +$1.07M 0.02% 664

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's REGN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Regeneron Pharmaceuticals (REGN) in Q2 2025, closing a stake of 1,582 shares — an estimated $1M sold.

Atria Wealth Solutions first reported a position in REGN in Q1 2022 and held it in 13 quarters. The position peaked at $2.06M in Q2 2024. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Regeneron Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,582 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $1M.
  • Atria Wealth Solutions first reported a position in Regeneron Pharmaceuticals in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Regeneron Pharmaceuticals position peaked at $2.06M in Q2 2024.
  • 1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.