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Birchwood Financial Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Birchwood Financial 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
2026
Q2 		$25.7K Hold
41
– – 0.02% 222
2026
Q1 		$31.8K Hold
41
– – 0.03% 208
2025
Q4 		$31.7K Buy
+41
New +$27.8K 0.03% 209

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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

Birchwood Financial Partners's REGN Position: Q2 2026 in Review

Birchwood Financial Partners held its Regeneron Pharmaceuticals (REGN) position steady in Q2 2026 at 41 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #222.

Birchwood Financial Partners first reported a position in REGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.8K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Birchwood Financial Partners held 41 shares of Regeneron Pharmaceuticals worth $25.7K as of Q2 2026.
  • Birchwood Financial Partners left its Regeneron Pharmaceuticals share count unchanged in Q2 2026.
  • Regeneron Pharmaceuticals made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #222 holding.
  • Birchwood Financial Partners first reported a position in Regeneron Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Regeneron Pharmaceuticals position peaked at $31.8K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.