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Cape Investment Advisory’s Regeneron Pharmaceuticals REGN Stock Holding History

Cape Investment Advisory’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 		$3.12K Buy
+5
New +$3.4K ﹤0.01% 1143
2026
Q1 		– Sell
-3
Closed -$2.32K – 961
2025
Q4 		$2.32K Sell
3
-11
-79% -$7.47K ﹤0.01% 1076
2025
Q3 		$7.87K Buy
14
+6
+75% +$3.39K 0.01% 447
2025
Q2 		$4.2K Buy
+8
New +$4.46K ﹤0.01% 803

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Cape Investment Advisory's REGN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Regeneron Pharmaceuticals (REGN) in Q2 2026: 5 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in REGN as recently as Q4 2025.

Cape Investment Advisory first reported a position in REGN in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.87K in Q3 2025. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Cape Investment Advisory held 5 shares of Regeneron Pharmaceuticals worth $3.12K as of Q2 2026.
  • Regeneron Pharmaceuticals was a new Cape Investment Advisory position in Q2 2026.
  • Regeneron Pharmaceuticals made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1143 holding.
  • Cape Investment Advisory first reported a position in Regeneron Pharmaceuticals in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Regeneron Pharmaceuticals position peaked at $7.87K in Q3 2025.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.