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Forefront Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Forefront Wealth Management’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
Q4 		$2.2M Sell
2,849
-36
-1% -$24.4K 1.58% 24
2025
Q3 		$1.62M Sell
2,885
-135
-4% -$76.3K 1.19% 31
2025
Q2 		$1.59M Sell
3,020
-101
-3% -$56.4K 1.27% 29
2025
Q1 		$1.98M Buy
3,121
+24
+0.8% +$16.5K 1.83% 26
2024
Q4 		$2.21M Buy
+3,097
New +$2.6M 2.03% 21
2023
Q3 		$2.55M Buy
3,104
+3
+0.1% +$2.36K 3.58% 11
2023
Q2 		$2.23M Sell
3,101
-25
-0.8% -$19.3K 2.94% 12
2023
Q1 		$2.57M Sell
3,126
-2,003
-39% -$1.51M 3.36% 10
2022
Q4 		$3.7M Sell
5,129
-39
-0.8% -$28.8K 4.98% 5
2022
Q3 		$3.56M Sell
5,168
-112
-2% -$70.5K 4.96% 6
2022
Q2 		$3.13M Buy
5,280
+223
+4% +$145K 4.22% 8
2022
Q1 		$3.53M Sell
5,057
-24
-0.5% -$15.2K 3.49% 9
2021
Q4 		$3.21M Buy
+5,081
New +$3.12M 3.06% 13

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Forefront Wealth Management's REGN Position: Q4 2025 in Review

Forefront Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 1.2% in Q4 2025, selling an estimated $24.4K and leaving 2,849 shares worth $2.2M. The position accounts for 1.58% of the portfolio, ranked #24.

Forefront Wealth Management first reported a position in REGN in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.7M in Q4 2022. 1,385 funds tracked by Wall St. Rank hold REGN as of Q4 2025.

  • Forefront Wealth Management held 2,849 shares of Regeneron Pharmaceuticals worth $2.2M as of Q4 2025.
  • Forefront Wealth Management sold 36 Regeneron Pharmaceuticals shares in Q4 2025, an estimated $24.4K.
  • Regeneron Pharmaceuticals made up 1.58% of Forefront Wealth Management's portfolio in Q4 2025, its #24 holding.
  • Forefront Wealth Management first reported a position in Regeneron Pharmaceuticals in Q4 2021 and has held it in 13 quarters since.
  • Forefront Wealth Management's Regeneron Pharmaceuticals position peaked at $3.7M in Q4 2022.
  • 1,385 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.