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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aviso Wealth Management's REGN Position: Q1 2026 in Review

Aviso Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 6.9% in Q1 2026, selling an estimated $26K and leaving 460 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #109.

Aviso Wealth Management first reported a position in REGN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.9M in Q4 2024. 1,393 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Aviso Wealth Management held 460 shares of Regeneron Pharmaceuticals worth $355K as of Q1 2026.
  • Aviso Wealth Management sold 34 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $26K.
  • Regeneron Pharmaceuticals made up 0.16% of Aviso Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Aviso Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Regeneron Pharmaceuticals position peaked at $1.9M in Q4 2024.
  • 1,393 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.