Gradient Capital Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Gradient Capital 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 Q3	$291K	Hold	384	–	–	0.07%	144
2026 Q2	$239K	Hold	384	–	–	0.06%	160
2026 Q1	$297K	Hold	384	–	–	0.08%	140
2025 Q4	$296K	Sell	384 -1	-0.3%	-$679	0.08%	139
2025 Q3	$216K	Buy	385 +1	+0.3%	+$565	0.06%	158
2025 Q2	$202K	Hold	384	–	–	0.06%	158
2025 Q1	$244K	Hold	384	–	–	0.08%	139
2024 Q4	$274K	Hold	384	–	–	0.09%	129
2024 Q3	$404K	Hold	384	–	–	0.13%	103
2024 Q2	$404K	Hold	384	–	–	0.14%	101
2024 Q1	$370K	Hold	384	–	–	0.14%	111
2023 Q4	$337K	Hold	384	–	–	0.13%	114
2023 Q3	$316K	Hold	384	–	–	0.13%	107
2023 Q2	$276K	Hold	384	–	–	0.11%	125
2023 Q1	$316K	Hold	384	–	–	0.13%	107
2022 Q4	$277K	Hold	384	–	–	0.13%	114
2022 Q3	$265K	Buy	+384	New	+$242K	0.13%	108

Other funds holding REGN

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Gradient Capital Advisors's REGN Position: Q3 2026 in Review

Gradient Capital Advisors held its Regeneron Pharmaceuticals (REGN) position steady in Q3 2026 at 384 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #144.

Gradient Capital Advisors first reported a position in REGN in Q3 2022 and has held it in 17 quarters since. The position peaked at $404K in Q3 2024. 553 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

Gradient Capital Advisors held 384 shares of Regeneron Pharmaceuticals worth $291K as of Q3 2026.
Gradient Capital Advisors left its Regeneron Pharmaceuticals share count unchanged in Q3 2026.
Regeneron Pharmaceuticals made up 0.07% of Gradient Capital Advisors's portfolio in Q3 2026, its #144 holding.
Gradient Capital Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2022 and has held it in 17 quarters since.
Gradient Capital Advisors's Regeneron Pharmaceuticals position peaked at $404K in Q3 2024.
553 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.