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Capstone Wealth Management Group (Pennsylvania)’s Regeneron Pharmaceuticals REGN Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$1.08M Buy
1,739
+3
+0.2% +$2.04K 0.38% 44
2026
Q1 		$1.34M Buy
1,736
+2
+0.1% +$1.53K 0.56% 37
2025
Q4 		$1.34M Buy
1,734
+2
+0.1% +$1.36K 0.56% 33
2025
Q3 		$974K Sell
1,732
-13
-0.7% -$7.35K 0.41% 37
2025
Q2 		$916K Buy
1,745
+3
+0.2% +$1.67K 0.88% 26
2025
Q1 		$1.11M Sell
1,742
-14
-0.8% -$9.63K 0.63% 38
2024
Q4 		$1.25M Hold
1,756
– – 0.67% 39
2024
Q3 		$1.85M Sell
1,756
-72
-4% -$80.1K 1.09% 25
2024
Q2 		$1.92M Buy
1,828
+33
+2% +$32K 1.26% 23
2024
Q1 		$1.73M Sell
1,795
-189
-10% -$180K 1.24% 20
2023
Q4 		$1.74M Hold
1,984
– – 1.65% 15
2023
Q3 		$1.63M Buy
1,984
+880
+80% +$692K 1.69% 18
2023
Q2 		$793K Buy
1,104
+486
+79% +$375K 0.82% 29
2023
Q1 		$508K Buy
618
+98
+19% +$73.9K 0.56% 30
2022
Q4 		$375K Hold
520
– – 0.4% 45
2022
Q3 		$358K Hold
520
– – 0.46% 41
2022
Q2 		$307K Sell
520
-335
-39% -$218K 0.37% 48
2022
Q1 		$597K Buy
855
+22
+3% +$13.9K 0.6% 36
2021
Q4 		$526K Buy
+833
New +$512K 0.43% 48

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

Capstone Wealth Management Group (Pennsylvania)'s REGN Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Regeneron Pharmaceuticals (REGN) stake by 0.17% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,739 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #44.

Capstone Wealth Management Group (Pennsylvania) first reported a position in REGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q2 2024. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,739 shares of Regeneron Pharmaceuticals worth $1.08M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 3 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $2.04K.
  • Regeneron Pharmaceuticals made up 0.38% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #44 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Regeneron Pharmaceuticals position peaked at $1.92M in Q2 2024.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.