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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Creative Planning's REGN Position: Q3 2026 in Review

Creative Planning increased its Regeneron Pharmaceuticals (REGN) stake by 61% in Q3 2026, buying an estimated $17.1M and bringing the position to 59,602 shares worth $45.2M. The position accounts for 0.03% of the portfolio, ranked #282.

Creative Planning first reported a position in REGN in Q2 2013 and has held it in 53 quarters since. 1,212 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

Creative Planning held 59,602 shares of Regeneron Pharmaceuticals worth $45.2M as of Q3 2026.
Creative Planning bought 22,653 Regeneron Pharmaceuticals shares in Q3 2026, an estimated $17.1M.
Regeneron Pharmaceuticals made up 0.03% of Creative Planning's portfolio in Q3 2026, its #282 holding.
Creative Planning first reported a position in Regeneron Pharmaceuticals in Q2 2013 and has held it in 53 quarters since.
1,212 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.