IWA
REGN icon

Icon Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Icon 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
Q2 		$393K Sell
631
-628
-50% -$427K 0.02% 304
2026
Q1 		$864K Sell
1,259
-65
-5% -$49.8K 0.06% 187
2025
Q4 		$1.02M Buy
1,324
+182
+16% +$124K 0.07% 173
2025
Q3 		$642K Buy
1,142
+387
+51% +$219K 0.04% 233
2025
Q2 		$396K Buy
755
+170
+29% +$94.9K 0.03% 278
2025
Q1 		$371K Buy
585
+180
+44% +$124K 0.03% 258
2024
Q4 		$288K Sell
405
-9
-2% -$7.55K 0.02% 305
2024
Q3 		$435K Buy
414
+2
+0.5% +$2.23K 0.04% 228
2024
Q2 		$445K Sell
412
-116
-22% -$112K 0.04% 224
2024
Q1 		$508K Buy
528
+35
+7% +$33.3K 0.05% 208
2023
Q4 		$433K Buy
+493
New +$406K 0.05% 212
2022
Q4 		$247K Sell
342
-43
-11% -$31.7K 0.03% 281
2022
Q3 		$265K Buy
+385
New +$242K 0.03% 260

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Icon Wealth Advisors's REGN Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 50% in Q2 2026, selling an estimated $427K and leaving 631 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #304.

Icon Wealth Advisors first reported a position in REGN in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Icon Wealth Advisors held 631 shares of Regeneron Pharmaceuticals worth $393K as of Q2 2026.
  • Icon Wealth Advisors sold 628 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $427K.
  • Regeneron Pharmaceuticals made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • Icon Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Regeneron Pharmaceuticals position peaked at $1.02M in Q4 2025.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.