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Avantax Planning Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Avantax Planning Partners’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 		– Sell
-317
Closed -$245K – 460
2025
Q4 		$245K Sell
317
-68
-18% -$46.2K 0.01% 384
2025
Q3 		$216K Sell
385
-97
-20% -$54.8K 0.01% 406
2025
Q2 		$253K Buy
482
+5
+1% +$2.79K 0.01% 387
2025
Q1 		$303K Sell
477
-9
-2% -$6.19K 0.01% 337
2024
Q4 		$346K Buy
486
+14
+3% +$11.7K 0.01% 310
2024
Q3 		$496K Sell
472
-1
-0.2% -$1.11K 0.02% 260
2024
Q2 		$497K Sell
473
-1
-0.2% -$969 0.02% 285
2024
Q1 		$456K Buy
474
+155
+49% +$147K 0.01% 303
2023
Q4 		$280K Hold
319
– – 0.01% 306
2023
Q3 		$263K Buy
319
+2
+0.6% +$1.57K 0.01% 303
2023
Q2 		$228K Hold
317
– – 0.01% 336
2023
Q1 		$260K Hold
317
– – 0.01% 319
2022
Q4 		$229K Hold
317
– – 0.01% 332
2022
Q3 		$218K Sell
317
-50
-14% -$31.5K 0.01% 316
2022
Q2 		$217K Hold
367
– – 0.01% 315
2022
Q1 		$256K Hold
367
– – 0.01% 308
2021
Q4 		$232K Hold
367
– – 0.01% 313
2021
Q3 		$222K Buy
+367
New +$228K 0.01% 304
2018
Q2 		– Sell
-18
Closed -$6K – 1185
2018
Q1 		$6K Buy
+18
New +$6.26K ﹤0.01% 1280

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Avantax Planning Partners's REGN Position: Q1 2026 in Review

Avantax Planning Partners sold out of Regeneron Pharmaceuticals (REGN) in Q1 2026, closing a stake of 317 shares — an estimated $245K sold.

Avantax Planning Partners first reported a position in REGN in Q1 2018 and held it in 19 quarters. The position peaked at $497K in Q2 2024. 1,400 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Avantax Planning Partners reported no remaining Regeneron Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 317 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $245K.
  • Avantax Planning Partners first reported a position in Regeneron Pharmaceuticals in Q1 2018 and held it in 19 quarters.
  • Avantax Planning Partners's Regeneron Pharmaceuticals position peaked at $497K in Q2 2024.
  • 1,400 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.