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Clearstead Advisors’s Repligen RGEN Stock Holding History

Clearstead Advisors’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137K Buy
1,006
+6
+0.6% +$737 ﹤0.01% 1187
2026
Q1 		$118K Hold
1,000
– – ﹤0.01% 1102
2025
Q4 		$164K Hold
1,000
– – ﹤0.01% 971
2025
Q3 		$134K Sell
1,000
-640
-39% -$77.7K ﹤0.01% 972
2025
Q2 		$204K Hold
1,640
– – ﹤0.01% 891
2025
Q1 		$209K Buy
1,640
+20
+1% +$3.08K ﹤0.01% 824
2024
Q4 		$233K Buy
1,620
+43
+3% +$6.17K ﹤0.01% 814
2024
Q3 		$235K Sell
1,577
-245
-13% -$35.1K ﹤0.01% 798
2024
Q2 		$230K Buy
1,822
+1,082
+146% +$170K ﹤0.01% 777
2024
Q1 		$121K Sell
740
-5
-0.7% -$952 0.01% 567
2023
Q4 		$134K Buy
745
+40
+6% +$6.23K 0.01% 521
2023
Q3 		$112K Sell
705
-148
-17% -$24.2K 0.01% 538
2023
Q2 		$121K Buy
853
+628
+279% +$101K 0.01% 531
2023
Q1 		$37.9K Buy
+225
New +$40.1K ﹤0.01% 718
2022
Q2 		– Sell
-13
Closed -$2K – 1413
2022
Q1 		$2K Buy
+13
New +$2.47K ﹤0.01% 1231

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Clearstead Advisors's RGEN Position: Q2 2026 in Review

Clearstead Advisors increased its Repligen (RGEN) stake by 0.6% in Q2 2026, buying an estimated $737 and bringing the position to 1,006 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Clearstead Advisors first reported a position in RGEN in Q1 2022 and has held it in 15 quarters since. The position peaked at $235K in Q3 2024. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

  • Clearstead Advisors held 1,006 shares of Repligen worth $137K as of Q2 2026.
  • Clearstead Advisors bought 6 Repligen shares in Q2 2026, an estimated $737.
  • Repligen made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1187 holding.
  • Clearstead Advisors first reported a position in Repligen in Q1 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's Repligen position peaked at $235K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

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