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FSM Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

FSM 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
2025
Q2 		– Sell
-356
Closed -$226K – 295
2025
Q1 		$226K Buy
356
+54
+18% +$37.1K 0.05% 191
2024
Q4 		$209K Buy
302
+5
+2% +$4.2K 0.05% 187
2024
Q3 		$312K Buy
+297
New +$331K 0.08% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FSM Wealth Advisors's REGN Position: Q2 2025 in Review

FSM Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2025, closing a stake of 356 shares — an estimated $226K sold.

FSM Wealth Advisors first reported a position in REGN in Q3 2024 and held it in 3 quarters. The position peaked at $312K in Q3 2024. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • FSM Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 356 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $226K.
  • FSM Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2024 and held it in 3 quarters.
  • FSM Wealth Advisors's Regeneron Pharmaceuticals position peaked at $312K in Q3 2024.
  • 1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on FSM Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.