FMWA
REGN icon

Forvis Mazars Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Forvis Mazars 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
Q2 		$1.88M Sell
3,009
-33
-1% -$22.5K 0.03% 163
2026
Q1 		$2.35M Sell
3,042
-138
-4% -$106K 0.04% 138
2025
Q4 		$2.45M Buy
3,180
+175
+6% +$119K 0.05% 140
2025
Q3 		$1.69M Sell
3,005
-247
-8% -$140K 0.03% 166
2025
Q2 		$1.71M Sell
3,252
-142
-4% -$79.3K 0.04% 168
2025
Q1 		$2.15M Buy
3,394
+139
+4% +$95.6K 0.05% 145
2024
Q4 		$2.32M Buy
3,255
+41
+1% +$34.4K 0.05% 150
2024
Q3 		$3.38M Sell
3,214
-49
-2% -$54.5K 0.08% 122
2024
Q2 		$3.43M Buy
3,263
+18
+0.6% +$17.4K 0.09% 118
2024
Q1 		$3.12M Sell
3,245
-43
-1% -$40.9K 0.08% 122
2023
Q4 		$2.89M Sell
3,288
-161
-5% -$133K 0.08% 124
2023
Q3 		$2.84M Sell
3,449
-1,574
-31% -$1.24M 0.09% 122
2023
Q2 		$3.61M Buy
5,023
+1,386
+38% +$1.07M 0.11% 119
2023
Q1 		$2.99M Buy
3,637
+91
+3% +$68.6K 0.1% 118
2022
Q4 		$2.56M Buy
3,546
+21
+0.6% +$15.5K 0.09% 126
2022
Q3 		$2.43M Buy
3,525
+174
+5% +$110K 0.1% 123
2022
Q2 		$1.98M Buy
3,351
+226
+7% +$147K 0.08% 126
2022
Q1 		$2.18M Buy
3,125
+365
+13% +$231K 0.09% 101
2021
Q4 		$1.74M Buy
2,760
+438
+19% +$269K 0.07% 112
2021
Q3 		$1.41M Buy
2,322
+1,738
+298% +$1.08M 0.06% 121
2021
Q2 		$326K Buy
+584
New +$296K 0.02% 213
2020
Q3 		– Sell
-441
Closed -$275K – 331
2020
Q2 		$275K Sell
441
-556
-56% -$316K 0.02% 258
2020
Q1 		$487K Buy
+997
New +$411K 0.04% 171

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

Forvis Mazars Wealth Advisors's REGN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 1.1% in Q2 2026, selling an estimated $22.5K and leaving 3,009 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #163.

Forvis Mazars Wealth Advisors first reported a position in REGN in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.61M in Q2 2023. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,009 shares of Regeneron Pharmaceuticals worth $1.88M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 33 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $22.5K.
  • Regeneron Pharmaceuticals made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2020 and has held it in 23 quarters since.
  • Forvis Mazars Wealth Advisors's Regeneron Pharmaceuticals position peaked at $3.61M in Q2 2023.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.