Evergreen Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Evergreen 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	$5.29M	Buy	8,485 +141	+2%	+$96K	2.48%	14
2026 Q1	$6.45M	Sell	8,344 -1,479	-15%	-$1.13M	3.33%	10
2025 Q4	$7.58M	Buy	9,823 +195	+2%	+$132K	3.82%	8
2025 Q3	$5.41M	Sell	9,628 -808	-8%	-$457K	2.84%	15
2025 Q2	$5.48M	Buy	10,436 +4,783	+85%	+$2.67M	3.07%	13
2025 Q1	$3.59M	Buy	+5,653	New	+$3.89M	2.14%	18

Other funds holding REGN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Evergreen Wealth Management increased its Regeneron Pharmaceuticals (REGN) stake by 1.7% in Q2 2026, buying an estimated $96K and bringing the position to 8,485 shares worth $5.29M. The position accounts for 2.48% of the portfolio, ranked #14.

Evergreen Wealth Management first reported a position in REGN in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.58M in Q4 2025. 518 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

Evergreen Wealth Management held 8,485 shares of Regeneron Pharmaceuticals worth $5.29M as of Q2 2026.
Evergreen Wealth Management bought 141 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $96K.
Regeneron Pharmaceuticals made up 2.48% of Evergreen Wealth Management's portfolio in Q2 2026, its #14 holding.
Evergreen Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2025 and has held it in 6 quarters since.
Evergreen Wealth Management's Regeneron Pharmaceuticals position peaked at $7.58M in Q4 2025.
518 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.