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Baker Tilly Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Baker Tilly 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
Q3 		$1.11M Buy
1,461
+51
+4% +$38.5K 0.22% 80
2026
Q2 		$879K Buy
1,410
+46
+3% +$31.3K 0.19% 104
2026
Q1 		$1.05M Buy
1,364
+57
+4% +$43.6K 0.26% 76
2025
Q4 		$1.01M Buy
1,307
+23
+2% +$15.6K 0.25% 81
2025
Q3 		$722K Buy
1,284
+4
+0.3% +$2.26K 0.16% 118
2025
Q2 		$672K Buy
1,280
+125
+11% +$69.8K 0.24% 95
2025
Q1 		$733K Buy
1,155
+641
+125% +$441K 0.29% 90
2024
Q4 		$366K Sell
514
-222
-30% -$186K 0.14% 160
2024
Q3 		$774K Buy
736
+137
+23% +$152K 0.34% 72
2024
Q2 		$630K Sell
599
-432
-42% -$419K 0.26% 94
2024
Q1 		$992K Buy
1,031
+3
+0.3% +$2.85K 0.18% 125
2023
Q4 		$903K Sell
1,028
-243
-19% -$200K 0.15% 147
2023
Q3 		$1.05M Sell
1,271
-2,338
-65% -$1.84M 0.17% 124
2023
Q2 		$2.59M Buy
3,609
+77
+2% +$59.4K 0.27% 82
2023
Q1 		$2.9M Buy
3,532
+183
+5% +$138K 0.33% 67
2022
Q4 		$2.42M Sell
3,349
-84
-2% -$62K 0.3% 77
2022
Q3 		$2.37M Buy
3,433
+222
+7% +$140K 0.32% 71
2022
Q2 		$1.9M Sell
3,211
-437
-12% -$284K 0.25% 86
2022
Q1 		$2.55M Buy
3,648
+537
+17% +$340K 0.28% 75
2021
Q4 		$1.97M Buy
3,111
+435
+16% +$267K 0.21% 95
2021
Q3 		$1.62M Buy
2,676
+552
+26% +$343K 0.21% 93
2021
Q2 		$1.19M Buy
2,124
+200
+10% +$101K 0.19% 117
2021
Q1 		$910K Sell
1,924
-208
-10% -$101K 0.19% 131
2020
Q4 		$1.03M Buy
+2,132
New +$1.15M 0.32% 77

Other funds holding REGN

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Baker Tilly Wealth Management's REGN Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Regeneron Pharmaceuticals (REGN) stake by 3.6% in Q3 2026, buying an estimated $38.5K and bringing the position to 1,461 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #80.

Baker Tilly Wealth Management first reported a position in REGN in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.9M in Q1 2023. 54 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

  • Baker Tilly Wealth Management held 1,461 shares of Regeneron Pharmaceuticals worth $1.11M as of Q3 2026.
  • Baker Tilly Wealth Management bought 51 Regeneron Pharmaceuticals shares in Q3 2026, an estimated $38.5K.
  • Regeneron Pharmaceuticals made up 0.22% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Baker Tilly Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Regeneron Pharmaceuticals position peaked at $2.9M in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.