Exencial Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Exencial 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	$337K	Buy	436 +5	+1%	+$3.83K	0.01%	459
2025 Q4	$333K	Buy	+431	New	+$293K	0.01%	453
2020 Q4	–	Sell	-831	Closed	-$465K	–	398
2020 Q3	$465K	Buy	831 +510	+159%	+$309K	0.02%	265
2020 Q2	$200K	Buy	+321	New	+$182K	0.02%	314
2020 Q1	–	Sell	-905	Closed	-$340K	–	267
2019 Q4	$340K	Hold	905	–	–	0.06%	198
2019 Q3	$251K	Hold	905	–	–	0.05%	215
2019 Q2	$283K	Hold	905	–	–	0.07%	186
2019 Q1	$372K	Hold	905	–	–	0.09%	165
2018 Q4	$338K	Buy	905 +315	+53%	+$115K	0.09%	159
2018 Q3	$238K	Hold	590	–	–	0.06%	169
2018 Q2	$204K	Hold	590	–	–	0.06%	174
2018 Q1	$203K	Hold	590	–	–	0.06%	164
2017 Q4	$222K	Hold	590	–	–	0.07%	169
2017 Q3	$264K	Hold	590	–	–	0.09%	143
2017 Q2	$290K	Hold	590	–	–	0.12%	125
2017 Q1	$219K	Hold	590	–	–	0.1%	142
2016 Q4	$217K	Hold	590	–	–	0.09%	151
2016 Q3	$204K	Sell	590 -25	-4%	-$10K	0.09%	156
2016 Q2	$215K	Sell	615 -5	-0.8%	-$1.93K	0.1%	145
2016 Q1	$223K	Buy	620 +135	+28%	+$55.6K	0.11%	135
2015 Q4	$233K	Buy	485 +5	+1%	+$2.71K	0.12%	124
2015 Q3	$223K	Buy	+480	New	+$258K	0.11%	128

Other funds holding REGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 1.2% in Q1 2026, buying an estimated $3.83K and bringing the position to 436 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #459.

Exencial Wealth Advisors first reported a position in REGN in Q3 2015 and has held it in 22 quarters since. The position peaked at $465K in Q3 2020. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

Exencial Wealth Advisors held 436 shares of Regeneron Pharmaceuticals worth $337K as of Q1 2026.
Exencial Wealth Advisors bought 5 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $3.83K.
Regeneron Pharmaceuticals made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #459 holding.
Exencial Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2015 and has held it in 22 quarters since.
Exencial Wealth Advisors's Regeneron Pharmaceuticals position peaked at $465K in Q3 2020.
1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.