COCM
REGN icon

Charter Oak Capital Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Charter Oak Capital Management’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
Q1 		$667K Sell
863
-95
-10% -$72.7K 0.05% 105
2025
Q4 		$739K Buy
+958
New +$651K 0.06% 104

Other funds holding REGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charter Oak Capital Management's REGN Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Regeneron Pharmaceuticals (REGN) stake by 9.9% in Q1 2026, selling an estimated $72.7K and leaving 863 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #105.

Charter Oak Capital Management first reported a position in REGN in Q4 2025 and has held it in 2 quarters since. The position peaked at $739K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Charter Oak Capital Management held 863 shares of Regeneron Pharmaceuticals worth $667K as of Q1 2026.
  • Charter Oak Capital Management sold 95 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $72.7K.
  • Regeneron Pharmaceuticals made up 0.05% of Charter Oak Capital Management's portfolio in Q1 2026, its #105 holding.
  • Charter Oak Capital Management first reported a position in Regeneron Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • Charter Oak Capital Management's Regeneron Pharmaceuticals position peaked at $739K in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.