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Evolve Private Wealth’s Regeneron Pharmaceuticals REGN Stock Holding History

Evolve Private Wealth’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 		$785K Sell
1,259
-680
-35% -$463K 0.05% 358
2026
Q1 		$1.5M Sell
1,939
-89
-4% -$68.1K 0.08% 237
2025
Q4 		$1.57M Buy
+2,028
New +$1.38M 0.09% 202

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

Evolve Private Wealth's REGN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Regeneron Pharmaceuticals (REGN) stake by 35% in Q2 2026, selling an estimated $463K and leaving 1,259 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #358.

Evolve Private Wealth first reported a position in REGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Evolve Private Wealth held 1,259 shares of Regeneron Pharmaceuticals worth $785K as of Q2 2026.
  • Evolve Private Wealth sold 680 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $463K.
  • Regeneron Pharmaceuticals made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #358 holding.
  • Evolve Private Wealth first reported a position in Regeneron Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Regeneron Pharmaceuticals position peaked at $1.57M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

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