GA
REGN icon

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
Q3 		$20.5K Hold
27
– – ﹤0.01% 313
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

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GoalVest Advisory's REGN Position: Q3 2026 in Review

GoalVest Advisory held its Regeneron Pharmaceuticals (REGN) position steady in Q3 2026 at 27 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

GoalVest Advisory first reported a position in REGN in Q4 2020 and has held it in 15 quarters since. The position peaked at $425K in Q4 2020. 54 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

  • GoalVest Advisory held 27 shares of Regeneron Pharmaceuticals worth $20.5K as of Q3 2026.
  • GoalVest Advisory left its Regeneron Pharmaceuticals share count unchanged in Q3 2026.
  • Regeneron Pharmaceuticals made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #313 holding.
  • GoalVest Advisory first reported a position in Regeneron Pharmaceuticals in Q4 2020 and has held it in 15 quarters since.
  • GoalVest Advisory's Regeneron Pharmaceuticals position peaked at $425K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.