EWA
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EverSource Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

EverSource 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 		$568K Sell
912
-968
-51% -$659K 0.02% 521
2026
Q1 		$1.45M Buy
1,880
+517
+38% +$396K 0.04% 291
2025
Q4 		$1.05M Buy
1,363
+326
+31% +$221K 0.04% 327
2025
Q3 		$583K Buy
1,037
+616
+146% +$348K 0.02% 445
2025
Q2 		$221K Sell
421
-122
-22% -$68.1K 0.01% 814
2025
Q1 		$344K Buy
543
+73
+16% +$50.2K 0.02% 479
2024
Q4 		$335K Sell
470
-160
-25% -$134K 0.02% 478
2024
Q3 		$662K Sell
630
-5
-0.8% -$5.56K 0.04% 284
2024
Q2 		$685K Buy
635
+119
+23% +$115K 0.05% 267
2024
Q1 		$460K Sell
516
-9
-2% -$8.56K 0.04% 280
2023
Q4 		$461K Sell
525
-39
-7% -$32.1K 0.04% 258
2023
Q3 		$464K Buy
564
+83
+17% +$65.2K 0.05% 238
2023
Q2 		$346K Buy
481
+62
+15% +$47.8K 0.04% 284
2023
Q1 		$344K Sell
419
-4
-0.9% -$3.02K 0.04% 277
2022
Q4 		$305K Buy
423
+156
+58% +$115K 0.05% 277
2022
Q3 		$185K Sell
267
-22
-8% -$13.8K 0.04% 309
2022
Q2 		$172K Buy
289
+122
+73% +$79.3K 0.04% 276
2022
Q1 		$117K Buy
167
+15
+10% +$9.49K 0.03% 311
2021
Q4 		$96K Buy
+152
New +$93.5K 0.03% 312

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

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

EverSource Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 51% in Q2 2026, selling an estimated $659K and leaving 912 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #521.

EverSource Wealth Advisors first reported a position in REGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • EverSource Wealth Advisors held 912 shares of Regeneron Pharmaceuticals worth $568K as of Q2 2026.
  • EverSource Wealth Advisors sold 968 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $659K.
  • Regeneron Pharmaceuticals made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #521 holding.
  • EverSource Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Regeneron Pharmaceuticals position peaked at $1.45M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.