Avantax Advisory Services’s Regeneron Pharmaceuticals REGN Stock Holding History

Avantax Advisory Services’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	$1.34M	Buy	2,551 +732	+40%	+$409K	0.01%	995
2025 Q1	$1.15M	Buy	1,819 +195	+12%	+$134K	0.01%	1011
2024 Q4	$1.16M	Buy	1,624 +404	+33%	+$339K	0.01%	973
2024 Q3	$1.28M	Sell	1,220 -339	-22%	-$377K	0.01%	901
2024 Q2	$1.64M	Buy	1,559 +568	+57%	+$551K	0.01%	742
2024 Q1	$954K	Sell	991 -10	-1%	-$9.51K	0.01%	768
2023 Q4	$879K	Buy	1,001 +187	+23%	+$154K	0.01%	757
2023 Q3	$670K	Buy	814 +81	+11%	+$63.7K	0.01%	826
2023 Q2	$527K	Buy	733 +391	+114%	+$301K	0.01%	928
2023 Q1	$281K	Buy	342 +8	+2%	+$6.03K	﹤0.01%	1183
2022 Q4	$241K	Buy	+334	New	+$246K	﹤0.01%	1223
2020 Q4	–	Sell	-857	Closed	-$479K	–	1267
2020 Q3	$479K	Buy	+857	New	+$520K	0.01%	804

Other funds holding REGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Advisory Services's REGN Position: Q2 2025 in Review

Avantax Advisory Services increased its Regeneron Pharmaceuticals (REGN) stake by 40% in Q2 2025, buying an estimated $409K and bringing the position to 2,551 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #995.

Avantax Advisory Services first reported a position in REGN in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.64M in Q2 2024. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

Avantax Advisory Services held 2,551 shares of Regeneron Pharmaceuticals worth $1.34M as of Q2 2025.
Avantax Advisory Services bought 732 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $409K.
Regeneron Pharmaceuticals made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #995 holding.
Avantax Advisory Services first reported a position in Regeneron Pharmaceuticals in Q3 2020 and has held it in 12 quarters since.
Avantax Advisory Services's Regeneron Pharmaceuticals position peaked at $1.64M in Q2 2024.
1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.