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Gratus Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Gratus 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
Q1 		– Sell
-290
Closed -$207K – 133
2024
Q4 		$207K Sell
290
-38
-12% -$31.9K 0.03% 126
2024
Q3 		$327K Hold
328
– – 0.05% 107
2024
Q2 		$349K Hold
328
– – 0.06% 101
2024
Q1 		$293K Hold
328
– – 0.05% 111
2023
Q4 		$288K Buy
+328
New +$270K 0.06% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gratus Wealth Advisors's REGN Position: Q1 2025 in Review

Gratus Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2025, closing a stake of 290 shares — an estimated $207K sold.

Gratus Wealth Advisors first reported a position in REGN in Q4 2023 and held it in 5 quarters. The position peaked at $349K in Q2 2024. 1,290 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

  • Gratus Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 290 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $207K.
  • Gratus Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2023 and held it in 5 quarters.
  • Gratus Wealth Advisors's Regeneron Pharmaceuticals position peaked at $349K in Q2 2024.
  • 1,290 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Gratus Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.