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Dogwood Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Dogwood 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 		$20K Sell
32
-2
-6% -$1.36K 0.01% 251
2026
Q1 		$26.3K Buy
34
+12
+55% +$9.19K 0.01% 209
2025
Q4 		$17K Buy
22
+2
+10% +$1.36K 0.01% 221
2025
Q3 		$11.2K Buy
20
+8
+67% +$4.52K 0.01% 261
2025
Q2 		$6.57K Buy
12
+9
+300% +$5.02K ﹤0.01% 368
2025
Q1 		$1.9K Buy
+3
New +$2.06K ﹤0.01% 349
2024
Q3 		– Sell
-7
Closed -$7.79K – 231
2024
Q2 		$7.37K Buy
+7
New +$6.79K ﹤0.01% 186
2024
Q1 		– Hold
0
– – – 276
2023
Q4 		– Hold
0
– – – 255

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

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

Dogwood Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 5.9% in Q2 2026, selling an estimated $1.36K and leaving 32 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #251.

Dogwood Wealth Management first reported a position in REGN in Q2 2024 and has held it in 7 quarters since. The position peaked at $26.3K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Dogwood Wealth Management held 32 shares of Regeneron Pharmaceuticals worth $20K as of Q2 2026.
  • Dogwood Wealth Management sold 2 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $1.36K.
  • Regeneron Pharmaceuticals made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Dogwood Wealth Management first reported a position in Regeneron Pharmaceuticals in Q2 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Regeneron Pharmaceuticals position peaked at $26.3K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.