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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's REGN Position: Q2 2026 in Review

Creative Planning reduced its Regeneron Pharmaceuticals (REGN) stake by 8% in Q2 2026, selling an estimated $2.18M and leaving 36,949 shares worth $23M. The position accounts for 0.01% of the portfolio, ranked #455.

Creative Planning first reported a position in REGN in Q2 2013 and has held it in 52 quarters since. The position peaked at $31M in Q1 2026. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

Creative Planning held 36,949 shares of Regeneron Pharmaceuticals worth $23M as of Q2 2026.
Creative Planning sold 3,203 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $2.18M.
Regeneron Pharmaceuticals made up 0.01% of Creative Planning's portfolio in Q2 2026, its #455 holding.
Creative Planning first reported a position in Regeneron Pharmaceuticals in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Regeneron Pharmaceuticals position peaked at $31M in Q1 2026.
1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.