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Fermata Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Fermata 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
2025
Q1 		– Sell
-290
Closed -$207K – 299
2024
Q4 		$207K Buy
+290
New +$243K 0.04% 254

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fermata Advisors's REGN Position: Q1 2025 in Review

Fermata Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2025, closing a stake of 290 shares — an estimated $207K sold.

Fermata Advisors first reported a position in REGN in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 1,291 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

  • Fermata Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Fermata Advisors sold 290 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $207K.
  • Fermata Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Fermata Advisors's Regeneron Pharmaceuticals position peaked at $207K in Q4 2024.
  • 1,291 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Fermata Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.