GeoWealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

GeoWealth 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
2026 Q2	$1.13M	Sell	1,809 -529	-23%	-$360K	0.04%	292
2026 Q1	$1.81M	Buy	+2,338	New	+$1.79M	0.07%	172
2025 Q3	–	Sell	-150	Closed	-$78.8K	–	1113
2025 Q2	$78.8K	Sell	150 -13	-8%	-$7.26K	﹤0.01%	863
2025 Q1	$103K	Sell	163 -154	-49%	-$106K	﹤0.01%	778
2024 Q4	$226K	Sell	317 -152	-32%	-$128K	0.01%	717
2024 Q3	$493K	Sell	469 -33	-7%	-$36.7K	0.02%	472
2024 Q2	$528K	Sell	502 -932	-65%	-$903K	0.02%	416
2024 Q1	$1.38M	Buy	+1,434	New	+$1.36M	0.05%	235

Other funds holding REGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

GeoWealth Management's REGN Position: Q2 2026 in Review

GeoWealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 23% in Q2 2026, selling an estimated $360K and leaving 1,809 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #292.

GeoWealth Management first reported a position in REGN in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

GeoWealth Management held 1,809 shares of Regeneron Pharmaceuticals worth $1.13M as of Q2 2026.
GeoWealth Management sold 529 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $360K.
Regeneron Pharmaceuticals made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #292 holding.
GeoWealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2024 and has held it in 8 quarters since.
GeoWealth Management's Regeneron Pharmaceuticals position peaked at $1.81M in Q1 2026.
1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.