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Crestwood Advisors Group’s Regeneron Pharmaceuticals REGN Stock Holding History

Crestwood Advisors Group’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 		$463K Sell
743
-34
-4% -$23.1K 0.01% 521
2026
Q1 		$600K Buy
777
+66
+9% +$50.5K 0.01% 378
2025
Q4 		$549K Sell
711
-53
-7% -$36K 0.01% 373
2025
Q3 		$430K Buy
764
+175
+30% +$98.9K 0.01% 388
2025
Q2 		$309K Buy
589
+122
+26% +$68.1K 0.01% 442
2025
Q1 		$296K Buy
467
+25
+6% +$17.2K 0.01% 428
2024
Q4 		$315K Sell
442
-34
-7% -$28.5K 0.01% 378
2024
Q3 		$500K Buy
476
+74
+18% +$82.4K 0.01% 291
2024
Q2 		$423K Buy
402
+20
+5% +$19.4K 0.01% 302
2024
Q1 		$368K Buy
+382
New +$363K 0.01% 321

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

Crestwood Advisors Group's REGN Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Regeneron Pharmaceuticals (REGN) stake by 4.4% in Q2 2026, selling an estimated $23.1K and leaving 743 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #521.

Crestwood Advisors Group first reported a position in REGN in Q1 2024 and has held it in 10 quarters since. The position peaked at $600K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Crestwood Advisors Group held 743 shares of Regeneron Pharmaceuticals worth $463K as of Q2 2026.
  • Crestwood Advisors Group sold 34 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $23.1K.
  • Regeneron Pharmaceuticals made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #521 holding.
  • Crestwood Advisors Group first reported a position in Regeneron Pharmaceuticals in Q1 2024 and has held it in 10 quarters since.
  • Crestwood Advisors Group's Regeneron Pharmaceuticals position peaked at $600K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.