Creative Planning’s Regeneron Pharmaceuticals REGN Stock Holding History

Creative Planning’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
2020 Q3	–	Sell	-100	Closed	-$10K	–	2240
2020 Q2	$10K	Buy	+100	New	+$56.8K	﹤0.01%	1881
2017 Q3	–	Sell	-7,000	Closed	-$123K	–	3312
2017 Q2	$123K	Buy	+7,000	New	+$3.06M	﹤0.01%	1835
2016 Q3	–	Sell	-200	Closed	-$4K	–	4706
2016 Q2	$4K	Buy	+200	New	+$77K	﹤0.01%	3769
2016 Q1	–	Sell	-300	Closed	-$2K	–	4484
2015 Q4	$2K	Buy	300 +100	+50%	+$54.2K	﹤0.01%	4061
2015 Q3	$4K	Buy	+200	New	+$107K	﹤0.01%	3727
2015 Q1	–	Sell	-400	Closed	-$5K	–	4372
2014 Q4	$5K	Buy	400 +300	+300%	+$118K	﹤0.01%	3508
2014 Q3	$10K	Hold	100	–	–	﹤0.01%	2947
2014 Q2	$5K	Sell	100 -600	-86%	-$178K	﹤0.01%	3229
2014 Q1	$8K	Buy	+700	New	+$216K	﹤0.01%	2865

Other funds holding REGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Creative Planning's REGN Position: Q1 2026 in Review

Creative Planning increased its Regeneron Pharmaceuticals (REGN) stake by 33% in Q1 2026, buying an estimated $7.67M and bringing the position to 40,152 shares worth $31M. The position accounts for 0.02% of the portfolio, ranked #305.

Creative Planning first reported a position in REGN in Q2 2013 and has held it in 51 quarters since. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

Creative Planning held 40,152 shares of Regeneron Pharmaceuticals worth $31M as of Q1 2026.
Creative Planning bought 10,018 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $7.67M.
Regeneron Pharmaceuticals made up 0.02% of Creative Planning's portfolio in Q1 2026, its #305 holding.
Creative Planning first reported a position in Regeneron Pharmaceuticals in Q2 2013 and has held it in 51 quarters since.
1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.