CWM
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Consultiva Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Consultiva 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
2026
Q1 		$30.9K Hold
40
– – 0.09% 122
2025
Q4 		$30.9K Hold
40
– – 0.09% 124
2025
Q3 		$22.5K Hold
40
– – 0.06% 151
2025
Q2 		$21K Hold
40
– – 0.06% 158
2025
Q1 		$25.4K Hold
40
– – 0.09% 136
2024
Q4 		$28.5K Buy
+40
New +$33.6K 0.14% 77

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

Consultiva Wealth Management's REGN Position: Q1 2026 in Review

Consultiva Wealth Management held its Regeneron Pharmaceuticals (REGN) position steady in Q1 2026 at 40 shares worth $30.9K. The position accounts for 0.09% of the portfolio, ranked #122.

Consultiva Wealth Management first reported a position in REGN in Q4 2024 and has held it in 6 quarters since. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Consultiva Wealth Management held 40 shares of Regeneron Pharmaceuticals worth $30.9K as of Q1 2026.
  • Consultiva Wealth Management left its Regeneron Pharmaceuticals share count unchanged in Q1 2026.
  • Regeneron Pharmaceuticals made up 0.09% of Consultiva Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Consultiva Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.