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Dakota Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Dakota 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 		$914K Sell
1,466
-681
-32% -$464K 0.02% 449
2026
Q1 		$1.66M Sell
2,147
-979
-31% -$750K 0.04% 316
2025
Q4 		$2.41M Buy
3,126
+1,718
+122% +$1.17M 0.04% 261
2025
Q3 		$792K Buy
1,408
+28
+2% +$15.8K 0.02% 394
2025
Q2 		$725K Buy
1,380
+13
+1% +$7.26K 0.02% 446
2025
Q1 		$867K Buy
1,367
+1
+0.1% +$688 0.02% 401
2024
Q4 		$973K Buy
1,366
+39
+3% +$32.7K 0.02% 370
2024
Q3 		$1.39M Sell
1,327
-67
-5% -$74.6K 0.03% 317
2024
Q2 		$1.47M Buy
1,394
+22
+2% +$21.3K 0.03% 303
2024
Q1 		$1.32M Buy
+1,372
New +$1.3M 0.03% 318
2021
Q1 		– Sell
-420
Closed -$203K – 347
2020
Q4 		$203K Sell
420
-14
-3% -$7.56K 0.03% 300
2020
Q3 		$243K Sell
434
-1
-0.2% -$606 0.04% 246
2020
Q2 		$271K Sell
435
-114
-21% -$64.7K 0.05% 231
2020
Q1 		$268K Buy
+549
New +$226K 0.06% 211

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

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

Dakota Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 32% in Q2 2026, selling an estimated $464K and leaving 1,466 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #449.

Dakota Wealth Management first reported a position in REGN in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.41M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Dakota Wealth Management held 1,466 shares of Regeneron Pharmaceuticals worth $914K as of Q2 2026.
  • Dakota Wealth Management sold 681 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $464K.
  • Regeneron Pharmaceuticals made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #449 holding.
  • Dakota Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2020 and has held it in 14 quarters since.
  • Dakota Wealth Management's Regeneron Pharmaceuticals position peaked at $2.41M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.