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Heritage Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Heritage 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
2026
Q1 		$21.6K Hold
28
– – ﹤0.01% 428
2025
Q4 		$21.6K Hold
28
– – ﹤0.01% 399
2025
Q3 		$15.7K Hold
28
– – ﹤0.01% 397
2025
Q2 		$14.7K Hold
28
– – ﹤0.01% 403
2025
Q1 		$17.8K Sell
28
-29
-51% -$19.9K ﹤0.01% 379
2024
Q4 		$40.6K Sell
57
-4
-7% -$3.36K ﹤0.01% 330
2024
Q3 		$64.1K Buy
61
+3
+5% +$3.34K ﹤0.01% 310
2024
Q2 		$61K Hold
58
– – ﹤0.01% 294
2024
Q1 		$55.8K Sell
58
-50
-46% -$47.5K ﹤0.01% 315
2023
Q4 		$94.9K Hold
108
– – ﹤0.01% 272
2023
Q3 		$88.9K Hold
108
– – ﹤0.01% 261
2023
Q2 		$77.6K Sell
108
-3
-3% -$2.31K ﹤0.01% 280
2023
Q1 		$91.2K Sell
111
-20
-15% -$15.1K 0.01% 266
2022
Q4 		$94.5K Buy
131
+81
+162% +$59.8K 0.01% 268
2022
Q3 		$34.4K Hold
50
– – ﹤0.01% 331
2022
Q2 		$30K Hold
50
– – ﹤0.01% 375
2022
Q1 		$35K Hold
50
– – ﹤0.01% 350
2021
Q4 		$32K Hold
50
– – ﹤0.01% 365
2021
Q3 		$30.3K Buy
+50
New +$31K ﹤0.01% 366

Other funds holding REGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Heritage Wealth Advisors's REGN Position: Q1 2026 in Review

Heritage Wealth Advisors held its Regeneron Pharmaceuticals (REGN) position steady in Q1 2026 at 28 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Heritage Wealth Advisors first reported a position in REGN in Q3 2021 and has held it in 19 quarters since. The position peaked at $94.9K in Q4 2023. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Heritage Wealth Advisors held 28 shares of Regeneron Pharmaceuticals worth $21.6K as of Q1 2026.
  • Heritage Wealth Advisors left its Regeneron Pharmaceuticals share count unchanged in Q1 2026.
  • Regeneron Pharmaceuticals made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #428 holding.
  • Heritage Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2021 and has held it in 19 quarters since.
  • Heritage Wealth Advisors's Regeneron Pharmaceuticals position peaked at $94.9K in Q4 2023.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.