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Balboa Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Balboa Wealth 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
2025
Q2 		– Sell
-1,445
Closed -$916K – 401
2025
Q1 		$916K Sell
1,445
-7
-0.5% -$4.82K 0.22% 83
2024
Q4 		$1.03M Sell
1,452
-47
-3% -$39.4K 0.24% 75
2024
Q3 		$1.58M Sell
1,499
-119
-7% -$132K 0.39% 42
2024
Q2 		$1.7M Sell
1,618
-674
-29% -$653K 0.45% 38
2024
Q1 		$2.21M Buy
2,292
+98
+4% +$93.2K 0.65% 26
2023
Q4 		$1.93M Sell
2,194
-304
-12% -$250K 0.64% 26
2023
Q3 		$2.06M Sell
2,498
-12
-0.5% -$9.43K 0.77% 22
2023
Q2 		$1.8M Sell
2,510
-205
-8% -$158K 0.63% 25
2023
Q1 		$2.23M Buy
2,715
+226
+9% +$170K 0.84% 21
2022
Q4 		$1.8M Sell
2,489
-115
-4% -$84.9K 0.81% 23
2022
Q3 		$1.79M Buy
+2,604
New +$1.64M 0.79% 21

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Balboa Wealth Partners's REGN Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Regeneron Pharmaceuticals (REGN) in Q2 2025, closing a stake of 1,445 shares — an estimated $916K sold.

Balboa Wealth Partners first reported a position in REGN in Q3 2022 and held it in 11 quarters. The position peaked at $2.23M in Q1 2023. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • Balboa Wealth Partners reported no remaining Regeneron Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,445 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $916K.
  • Balboa Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q3 2022 and held it in 11 quarters.
  • Balboa Wealth Partners's Regeneron Pharmaceuticals position peaked at $2.23M in Q1 2023.
  • 1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.