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Congress Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Congress Wealth Management’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
Q2 		$757K Buy
1,440
+12
+0.8% +$6.7K 0.01% 785
2025
Q1 		$920K Buy
+1,428
New +$982K 0.01% 649
2024
Q2 		– Sell
-210
Closed -$203K – 735
2024
Q1 		$203K Sell
210
-97
-32% -$92.2K ﹤0.01% 571
2023
Q4 		$271K Buy
+307
New +$253K 0.01% 550

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Congress Wealth Management's REGN Position: Q2 2025 in Review

Congress Wealth Management increased its Regeneron Pharmaceuticals (REGN) stake by 0.84% in Q2 2025, buying an estimated $6.7K and bringing the position to 1,440 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #785.

Congress Wealth Management first reported a position in REGN in Q4 2023 and has held it in 4 quarters since. The position peaked at $920K in Q1 2025. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • Congress Wealth Management held 1,440 shares of Regeneron Pharmaceuticals worth $757K as of Q2 2025.
  • Congress Wealth Management bought 12 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $6.7K.
  • Regeneron Pharmaceuticals made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #785 holding.
  • Congress Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2023 and has held it in 4 quarters since.
  • Congress Wealth Management's Regeneron Pharmaceuticals position peaked at $920K in Q1 2025.
  • 1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.