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Bordeaux Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Bordeaux Wealth Advisors’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 		$421K Sell
802
-7
-0.9% -$3.91K 0.05% 100
2025
Q1 		$513K Sell
809
-8
-1% -$5.5K 0.1% 87
2024
Q4 		$582K Buy
817
+8
+1% +$6.71K 0.09% 80
2024
Q3 		$850K Buy
809
+52
+7% +$57.9K 0.15% 64
2024
Q2 		$796K Buy
757
+5
+0.7% +$4.85K 0.15% 63
2024
Q1 		$724K Sell
752
-10
-1% -$9.51K 0.24% 45
2023
Q4 		$669K Buy
762
+4
+0.5% +$3.29K 0.23% 49
2023
Q3 		$624K Buy
758
+8
+1% +$6.29K 0.25% 48
2023
Q2 		$539K Sell
750
-5
-0.7% -$3.85K 0.22% 53
2023
Q1 		$620K Buy
755
+5
+0.7% +$3.77K 0.32% 45
2022
Q4 		$541K Sell
750
-7
-0.9% -$5.17K 0.3% 50
2022
Q3 		$521K Buy
757
+7
+0.9% +$4.41K 0.33% 51
2022
Q2 		$443K Sell
750
-20
-3% -$13K 0.31% 52
2022
Q1 		$538K Buy
770
+20
+3% +$12.7K 0.29% 55
2021
Q4 		$474K Buy
+750
New +$461K 0.22% 65

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bordeaux Wealth Advisors's REGN Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 0.87% in Q2 2025, selling an estimated $3.91K and leaving 802 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #100.

Bordeaux Wealth Advisors first reported a position in REGN in Q4 2021 and has held it in 15 quarters since. The position peaked at $850K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • Bordeaux Wealth Advisors held 802 shares of Regeneron Pharmaceuticals worth $421K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 7 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $3.91K.
  • Regeneron Pharmaceuticals made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #100 holding.
  • Bordeaux Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 15 quarters since.
  • Bordeaux Wealth Advisors's Regeneron Pharmaceuticals position peaked at $850K in Q3 2024.
  • 1,203 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.