GoalVest Advisory’s Regeneron Pharmaceuticals REGN Stock Holding History

GoalVest Advisory’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	$16.8K	Sell	27 -5	-16%	-$3.4K	﹤0.01%	319
2026 Q1	$24.7K	Buy	32 +5	+19%	+$3.83K	﹤0.01%	309
2025 Q4	$20.8K	Buy	+27	New	+$18.3K	﹤0.01%	347
2025 Q2	–	Sell	-1	Closed	-$634	–	498
2025 Q1	$634	Buy	+1	New	+$688	﹤0.01%	353
2023 Q4	–	Sell	-14	Closed	-$11.5K	–	464
2023 Q3	$11.5K	Hold	14	–	–	0.01%	263
2023 Q2	$10.1K	Hold	14	–	–	0.01%	252
2023 Q1	$11.5K	Hold	14	–	–	0.01%	181
2022 Q4	$10.1K	Hold	14	–	–	0.01%	182
2022 Q3	$10K	Hold	14	–	–	0.01%	190
2022 Q2	$8K	Sell	14 -204	-94%	-$133K	0.01%	260
2022 Q1	$152K	Buy	+218	New	+$138K	0.09%	117
2021 Q2	$338K	Sell	606 -284	-32%	-$144K	0.21%	104
2021 Q1	$421K	Buy	890 +11	+1%	+$5.36K	0.31%	94
2020 Q4	$425K	Buy	+879	New	+$474K	0.36%	78

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

GoalVest Advisory's REGN Position: Q2 2026 in Review

GoalVest Advisory reduced its Regeneron Pharmaceuticals (REGN) stake by 16% in Q2 2026, selling an estimated $3.4K and leaving 27 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

GoalVest Advisory first reported a position in REGN in Q4 2020 and has held it in 14 quarters since. The position peaked at $425K in Q4 2020. 1,332 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

GoalVest Advisory held 27 shares of Regeneron Pharmaceuticals worth $16.8K as of Q2 2026.
GoalVest Advisory sold 5 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $3.4K.
Regeneron Pharmaceuticals made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #319 holding.
GoalVest Advisory first reported a position in Regeneron Pharmaceuticals in Q4 2020 and has held it in 14 quarters since.
GoalVest Advisory's Regeneron Pharmaceuticals position peaked at $425K in Q4 2020.
1,332 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.