FWP
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Flatrock Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Flatrock Wealth Partners’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 		$232K Sell
372
-5
-1% -$3.4K 0.09% 152
2026
Q1 		$291K Buy
377
+24
+7% +$18.4K 0.13% 105
2025
Q4 		$273K Buy
+353
New +$240K 0.13% 117

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State Street
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Invesco
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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

Flatrock Wealth Partners's REGN Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its Regeneron Pharmaceuticals (REGN) stake by 1.3% in Q2 2026, selling an estimated $3.4K and leaving 372 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #152.

Flatrock Wealth Partners first reported a position in REGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $291K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Flatrock Wealth Partners held 372 shares of Regeneron Pharmaceuticals worth $232K as of Q2 2026.
  • Flatrock Wealth Partners sold 5 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $3.4K.
  • Regeneron Pharmaceuticals made up 0.09% of Flatrock Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Flatrock Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's Regeneron Pharmaceuticals position peaked at $291K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.