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Diversify Advisory Services’s Regeneron Pharmaceuticals REGN Stock Holding History

Diversify Advisory Services’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
2025
Q1 		– Sell
-336
Closed -$234K – 680
2024
Q4 		$234K Buy
+336
New +$282K 0.01% 548

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diversify Advisory Services's REGN Position: Q1 2025 in Review

Diversify Advisory Services sold out of Regeneron Pharmaceuticals (REGN) in Q1 2025, closing a stake of 336 shares — an estimated $234K sold.

Diversify Advisory Services first reported a position in REGN in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 1,291 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

  • Diversify Advisory Services reported no remaining Regeneron Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 336 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $234K.
  • Diversify Advisory Services first reported a position in Regeneron Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Regeneron Pharmaceuticals position peaked at $234K in Q4 2024.
  • 1,291 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.