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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

EP Wealth Advisors's REGN Position: Q1 2026 in Review

EP Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 12% in Q1 2026, selling an estimated $147K and leaving 1,444 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #620.

EP Wealth Advisors first reported a position in REGN in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.54M in Q3 2024. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • EP Wealth Advisors held 1,444 shares of Regeneron Pharmaceuticals worth $1.12M as of Q1 2026.
  • EP Wealth Advisors sold 192 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $147K.
  • Regeneron Pharmaceuticals made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #620 holding.
  • EP Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2016 and has held it in 15 quarters since.
  • EP Wealth Advisors's Regeneron Pharmaceuticals position peaked at $1.54M in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.