CPL
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Capital & Planning LLC’s Regeneron Pharmaceuticals REGN Stock Holding History

Capital & Planning LLC’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
Q1 		– Sell
-3
Closed -$2.14K – 147
2024
Q4 		$2.14K Buy
+3
New +$2.52K ﹤0.01% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital & Planning LLC's REGN Position: Q1 2025 in Review

Capital & Planning LLC sold out of Regeneron Pharmaceuticals (REGN) in Q1 2025, closing a stake of 3 shares — an estimated $2.14K sold.

Capital & Planning LLC first reported a position in REGN in Q4 2024 and held it in 1 quarter. The position peaked at $2.14K in Q4 2024. 1,291 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

  • Capital & Planning LLC reported no remaining Regeneron Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 3 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $2.14K.
  • Capital & Planning LLC first reported a position in Regeneron Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Regeneron Pharmaceuticals position peaked at $2.14K in Q4 2024.
  • 1,291 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.