Concurrent Investment Advisors
REGN icon

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 		– Sell
-200
Closed -$154K – 2032
2025
Q4 		$154K Buy
+200
New +$136K ﹤0.01% 1669

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's REGN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 44% in Q2 2026, buying an estimated $593K and bringing the position to 2,839 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #756.

Concurrent Investment Advisors first reported a position in REGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2025. 1,340 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Concurrent Investment Advisors held 2,839 shares of Regeneron Pharmaceuticals worth $1.77M as of Q2 2026.
  • Concurrent Investment Advisors bought 871 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $593K.
  • Regeneron Pharmaceuticals made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #756 holding.
  • Concurrent Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Regeneron Pharmaceuticals position peaked at $1.98M in Q4 2025.
  • 1,340 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.