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EP Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

EP Wealth Advisors’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 		$811K Sell
1,301
-143
-10% -$97.3K ﹤0.01% 827
2026
Q1 		$1.12M Sell
1,444
-192
-12% -$147K 0.01% 620
2025
Q4 		$1.26M Buy
+1,636
New +$1.11M 0.01% 555
2025
Q2 		$1.18M Buy
2,242
+1,209
+117% +$675K 0.01% 529
2025
Q1 		$655K Sell
1,033
-213
-17% -$147K 0.01% 615
2024
Q4 		$888K Sell
1,246
-221
-15% -$185K 0.01% 534
2024
Q3 		$1.54M Buy
1,467
+209
+17% +$233K 0.01% 408
2024
Q2 		$1.32M Sell
1,258
-17
-1% -$16.5K 0.01% 341
2024
Q1 		$1.23M Buy
1,275
+113
+10% +$107K 0.01% 345
2023
Q4 		$1.02M Buy
1,162
+116
+11% +$95.5K 0.01% 359
2023
Q3 		$860K Sell
1,046
-568,084
-100% -$446M 0.01% 362
2023
Q2 		$716K Sell
569,130
-3,980,870
-87% -$3.07B 0.01% 388
2023
Q1 		$434K Buy
4,550,000
+4,548,780
+372,851% +$3.43B 0.01% 426
2022
Q4 		$880K Buy
+1,220
New +$900K 0.02% 298
2022
Q2 		– Sell
-306
Closed -$214K – 683
2022
Q1 		$214K Buy
+306
New +$194K ﹤0.01% 559
2016
Q4 		– Sell
-605
Closed -$243K – 150
2016
Q3 		$243K Buy
+605
New +$243K 0.04% 121

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

EP Wealth Advisors's REGN Position: Q2 2026 in Review

EP Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 9.9% in Q2 2026, selling an estimated $97.3K and leaving 1,301 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

EP Wealth Advisors first reported a position in REGN in Q3 2016 and has held it in 16 quarters since. The position peaked at $1.54M in Q3 2024. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • EP Wealth Advisors held 1,301 shares of Regeneron Pharmaceuticals worth $811K as of Q2 2026.
  • EP Wealth Advisors sold 143 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $97.3K.
  • Regeneron Pharmaceuticals made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #827 holding.
  • EP Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2016 and has held it in 16 quarters since.
  • EP Wealth Advisors's Regeneron Pharmaceuticals position peaked at $1.54M in Q3 2024.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.