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Concord Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-2
Closed -$1.05K – 877
2025
Q2 		$1.05K Sell
2
-1,999
-100% -$1.12M ﹤0.01% 753
2025
Q1 		$1.27M Buy
2,001
+739
+59% +$508K 0.21% 103
2024
Q4 		$899K Buy
1,262
+273
+28% +$229K 0.15% 108
2024
Q3 		$1.04M Buy
989
+89
+10% +$99K 0.17% 96
2024
Q2 		$946K Buy
900
+370
+70% +$359K 0.17% 104
2024
Q1 		$510K Buy
530
+49
+10% +$46.6K 0.09% 137
2023
Q4 		$422K Buy
481
+421
+702% +$347K 0.08% 141
2023
Q3 		$49.4K Sell
60
-291
-83% -$229K 0.01% 380
2023
Q2 		$252K Buy
351
+145
+70% +$112K 0.05% 174
2023
Q1 		$169K Buy
206
+33
+19% +$24.9K 0.05% 187
2022
Q4 		$125K Buy
+173
New +$128K 0.04% 218
2022
Q3 		– Sell
-241
Closed -$142K – 907
2022
Q2 		$142K Buy
241
+83
+53% +$54K 0.04% 209
2022
Q1 		$110K Buy
158
+8
+5% +$5.06K 0.03% 287
2021
Q4 		$95K Buy
150
+135
+900% +$83K 0.02% 316
2021
Q3 		$9K Sell
15
-98
-87% -$60.8K ﹤0.01% 486
2021
Q2 		$63K Buy
113
+12
+12% +$6.08K 0.02% 314
2021
Q1 		$48K Buy
+101
New +$49.2K 0.02% 347

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Concord Wealth Partners's REGN Position: Q3 2025 in Review

Concord Wealth Partners sold out of Regeneron Pharmaceuticals (REGN) in Q3 2025, closing a stake of 2 shares — an estimated $1.05K sold.

Concord Wealth Partners first reported a position in REGN in Q1 2021 and held it in 17 quarters. The position peaked at $1.27M in Q1 2025. 1,245 funds tracked by Wall St. Rank hold REGN as of Q3 2025.

  • Concord Wealth Partners reported no remaining Regeneron Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 2 Regeneron Pharmaceuticals shares in Q3 2025, an estimated $1.05K.
  • Concord Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q1 2021 and held it in 17 quarters.
  • Concord Wealth Partners's Regeneron Pharmaceuticals position peaked at $1.27M in Q1 2025.
  • 1,245 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.