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Heartwood Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Heartwood 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
Q4 		– Sell
-236
Closed -$133K – 510
2025
Q3 		$133K Buy
+236
New +$133K 0.01% 231
2024
Q4 		– Sell
-240
Closed -$252K – 179
2024
Q3 		$252K Sell
240
-75
-24% -$83.5K 0.03% 150
2024
Q2 		$331K Buy
+315
New +$305K 0.04% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Heartwood Wealth Advisors's REGN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q4 2025, closing a stake of 236 shares — an estimated $133K sold.

Heartwood Wealth Advisors first reported a position in REGN in Q2 2024 and held it in 3 quarters. The position peaked at $331K in Q2 2024. 1,386 funds tracked by Wall St. Rank hold REGN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 236 Regeneron Pharmaceuticals shares in Q4 2025, an estimated $133K.
  • Heartwood Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2024 and held it in 3 quarters.
  • Heartwood Wealth Advisors's Regeneron Pharmaceuticals position peaked at $331K in Q2 2024.
  • 1,386 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.