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Aventura Private Wealth’s Regeneron Pharmaceuticals REGN Stock Holding History

Aventura Private Wealth’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
Q2 		$167K Sell
267
-22
-8% -$15K 0.05% 188
2026
Q1 		$223K Sell
289
-9
-3% -$6.89K 0.08% 145
2025
Q4 		$230K Sell
298
-56
-16% -$38K 0.08% 143
2025
Q3 		$199K Sell
354
-74
-17% -$41.8K 0.07% 157
2025
Q2 		$225K Sell
428
-192
-31% -$107K 0.1% 138
2025
Q1 		$393K Buy
620
+10
+2% +$6.88K 0.21% 94
2024
Q4 		$435K Buy
+610
New +$512K 0.23% 82

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Aventura Private Wealth's REGN Position: Q2 2026 in Review

Aventura Private Wealth reduced its Regeneron Pharmaceuticals (REGN) stake by 7.6% in Q2 2026, selling an estimated $15K and leaving 267 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #188.

Aventura Private Wealth first reported a position in REGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q4 2024. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Aventura Private Wealth held 267 shares of Regeneron Pharmaceuticals worth $167K as of Q2 2026.
  • Aventura Private Wealth sold 22 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $15K.
  • Regeneron Pharmaceuticals made up 0.05% of Aventura Private Wealth's portfolio in Q2 2026, its #188 holding.
  • Aventura Private Wealth first reported a position in Regeneron Pharmaceuticals in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Regeneron Pharmaceuticals position peaked at $435K in Q4 2024.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.