AWM
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Aviso Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Aviso Wealth Management’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 		$276K Sell
442
-18
-4% -$12.3K 0.09% 124
2026
Q1 		$355K Sell
460
-34
-7% -$26K 0.16% 109
2025
Q4 		$381K Sell
494
-68
-12% -$46.2K 0.16% 107
2025
Q3 		$316K Sell
562
-626
-53% -$354K 0.14% 110
2025
Q2 		$624K Sell
1,188
-1,496
-56% -$835K 0.29% 80
2025
Q1 		$1.7M Buy
2,684
+10
+0.4% +$6.88K 0.9% 28
2024
Q4 		$1.9M Buy
2,674
+1,054
+65% +$885K 0.97% 22
2024
Q3 		$1.7M Sell
1,620
-25
-2% -$27.8K 0.92% 29
2024
Q2 		$1.73M Buy
1,645
+361
+28% +$350K 1.03% 20
2024
Q1 		$1.24M Buy
1,284
+418
+48% +$397K 0.78% 31
2023
Q4 		$761K Buy
+866
New +$713K 0.55% 47

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

Aviso Wealth Management's REGN Position: Q2 2026 in Review

Aviso Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 3.9% in Q2 2026, selling an estimated $12.3K and leaving 442 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #124.

Aviso Wealth Management first reported a position in REGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2024. 1,336 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Aviso Wealth Management held 442 shares of Regeneron Pharmaceuticals worth $276K as of Q2 2026.
  • Aviso Wealth Management sold 18 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $12.3K.
  • Regeneron Pharmaceuticals made up 0.09% of Aviso Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Aviso Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Regeneron Pharmaceuticals position peaked at $1.9M in Q4 2024.
  • 1,336 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.