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Concurrent Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Concurrent Investment 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
Q1 		$1.52M Sell
1,968
-592
-23% -$453K 0.02% 707
2025
Q4 		$1.98M Buy
2,560
+753
+42% +$511K 0.02% 575
2025
Q3 		$1.02M Buy
1,807
+185
+11% +$105K 0.02% 651
2025
Q2 		$852K Buy
1,622
+936
+136% +$522K 0.02% 652
2025
Q1 		$435K Buy
686
+12
+2% +$8.25K 0.01% 785
2024
Q4 		$480K Sell
674
-187
-22% -$157K 0.01% 677
2024
Q3 		$906K Buy
861
+30
+4% +$33.4K 0.03% 488
2024
Q2 		$874K Buy
831
+37
+5% +$35.9K 0.03% 461
2024
Q1 		$764K Buy
794
+437
+122% +$416K 0.03% 435
2023
Q4 		$313K Buy
+357
New +$294K 0.01% 637

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

Concurrent Investment Advisors's REGN Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 23% in Q1 2026, selling an estimated $453K and leaving 1,968 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #707.

Concurrent Investment Advisors first reported a position in REGN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q4 2025. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Concurrent Investment Advisors held 1,968 shares of Regeneron Pharmaceuticals worth $1.52M as of Q1 2026.
  • Concurrent Investment Advisors sold 592 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $453K.
  • Regeneron Pharmaceuticals made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #707 holding.
  • Concurrent Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Regeneron Pharmaceuticals position peaked at $1.98M in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.