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Clearstead Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Clearstead 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
2026
Q2 		$422K Sell
676
-458
-40% -$312K ﹤0.01% 810
2026
Q1 		$876K Buy
1,134
+26
+2% +$19.9K 0.01% 558
2025
Q4 		$856K Buy
1,108
+223
+25% +$151K 0.01% 516
2025
Q3 		$498K Buy
885
+446
+102% +$252K 0.01% 629
2025
Q2 		$230K Sell
439
-112
-20% -$62.5K ﹤0.01% 850
2025
Q1 		$349K Buy
551
+41
+8% +$28.2K 0.01% 666
2024
Q4 		$363K Buy
510
+29
+6% +$24.3K 0.01% 663
2024
Q3 		$506K Sell
481
-23
-5% -$25.6K 0.01% 568
2024
Q2 		$530K Buy
504
+71
+16% +$68.8K 0.01% 525
2024
Q1 		$423K Sell
433
-46
-10% -$43.7K 0.02% 334
2023
Q4 		$421K Buy
479
+17
+4% +$14K 0.02% 339
2023
Q3 		$380K Sell
462
-17
-4% -$13.4K 0.02% 334
2023
Q2 		$344K Buy
479
+25
+6% +$19.3K 0.02% 345
2023
Q1 		$373K Buy
454
+128
+39% +$96.5K 0.03% 306
2022
Q4 		$235K Buy
326
+27
+9% +$19.9K 0.02% 359
2022
Q3 		$206K Hold
299
– – 0.02% 357
2022
Q2 		$177K Hold
299
– – 0.01% 395
2022
Q1 		$209K Hold
299
– – 0.01% 401
2021
Q4 		$189K Buy
299
+217
+265% +$133K 0.01% 406
2021
Q3 		$50K Hold
82
– – ﹤0.01% 613
2021
Q2 		$46K Sell
82
-22
-21% -$11.1K ﹤0.01% 574
2021
Q1 		$49K Buy
104
+35
+51% +$17K ﹤0.01% 549
2020
Q4 		$33K Buy
69
+2
+3% +$1.08K ﹤0.01% 567
2020
Q3 		$38K Buy
67
+15
+29% +$9.1K ﹤0.01% 504
2020
Q2 		$32K Hold
52
– – ﹤0.01% 478
2020
Q1 		$25K Buy
+52
New +$21.4K ﹤0.01% 484

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

Clearstead Advisors's REGN Position: Q2 2026 in Review

Clearstead Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 40% in Q2 2026, selling an estimated $312K and leaving 676 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Clearstead Advisors first reported a position in REGN in Q1 2020 and has held it in 26 quarters since. The position peaked at $876K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Clearstead Advisors held 676 shares of Regeneron Pharmaceuticals worth $422K as of Q2 2026.
  • Clearstead Advisors sold 458 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $312K.
  • Regeneron Pharmaceuticals made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #810 holding.
  • Clearstead Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Regeneron Pharmaceuticals position peaked at $876K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.