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
Q2 		$24.9K Hold
40
– – 0.06% 159
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 $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 $3.37T AUM 44.26% 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

Consultiva Wealth Management's REGN Position: Q2 2026 in Review

Consultiva Wealth Management held its Regeneron Pharmaceuticals (REGN) position steady in Q2 2026 at 40 shares worth $24.9K. The position accounts for 0.06% of the portfolio, ranked #159.

Consultiva Wealth Management first reported a position in REGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.9K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Consultiva Wealth Management held 40 shares of Regeneron Pharmaceuticals worth $24.9K as of Q2 2026.
  • Consultiva Wealth Management left its Regeneron Pharmaceuticals share count unchanged in Q2 2026.
  • Regeneron Pharmaceuticals made up 0.06% of Consultiva Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Consultiva Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Regeneron Pharmaceuticals position peaked at $30.9K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.