Institute for Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $365K | Sell |
586
-30
| -5% | -$20.4K | 0.03% | 393 |
|
|
2026
Q1 | $476K | Hold |
616
| – | – | 0.05% | 335 |
|
|
2025
Q4 | $475K | Sell |
616
-168
| -21% | -$114K | 0.05% | 325 |
|
|
2025
Q3 | $441K | Sell |
784
-15
| -2% | -$8.48K | 0.05% | 351 |
|
|
2025
Q2 | $419K | Sell |
799
-50
| -6% | -$27.9K | 0.05% | 350 |
|
|
2025
Q1 | $538K | Hold |
849
| – | – | 0.07% | 282 |
|
|
2024
Q4 | $605K | Sell |
849
-1
| -0.1% | -$839 | 0.08% | 257 |
|
|
2024
Q3 | $894K | Sell |
850
-27
| -3% | -$30K | 0.11% | 198 |
|
|
2024
Q2 | $922K | Sell |
877
-30
| -3% | -$29.1K | 0.12% | 177 |
|
|
2024
Q1 | $873K | Buy |
907
+1
| +0.1% | +$951 | 0.11% | 187 |
|
|
2023
Q4 | $796K | Sell |
906
-10
| -1% | -$8.23K | 0.13% | 185 |
|
|
2023
Q3 | $754K | Sell |
916
-5
| -0.5% | -$3.93K | 0.14% | 186 |
|
|
2023
Q2 | $662K | Sell |
921
-67
| -7% | -$51.7K | 0.11% | 211 |
|
|
2023
Q1 | $812K | Sell |
988
-21
| -2% | -$15.8K | 0.16% | 169 |
|
|
2022
Q4 | $728K | Sell |
1,009
-30
| -3% | -$22.1K | 0.15% | 191 |
|
|
2022
Q3 | $716K | Sell |
1,039
-20
| -2% | -$12.6K | 0.16% | 168 |
|
|
2022
Q2 | $626K | Hold |
1,059
| – | – | 0.12% | 213 |
|
|
2022
Q1 | $740K | Sell |
1,059
-11
| -1% | -$6.96K | 0.12% | 211 |
|
|
2021
Q4 | $676K | Hold |
1,070
| – | – | 0.11% | 226 |
|
|
2021
Q3 | $648K | Sell |
1,070
-12
| -1% | -$7.45K | 0.11% | 222 |
|
|
2021
Q2 | $604K | Sell |
1,082
-34
| -3% | -$17.2K | 0.11% | 234 |
|
|
2021
Q1 | $528K | Buy |
1,116
+8
| +0.7% | +$3.9K | 0.1% | 253 |
|
|
2020
Q4 | $535K | Buy |
1,108
+95
| +9% | +$51.3K | 0.11% | 236 |
|
|
2020
Q3 | $567K | Buy |
1,013
+31
| +3% | +$18.8K | 0.13% | 201 |
|
|
2020
Q2 | $612K | Sell |
982
-10
| -1% | -$5.68K | 0.15% | 193 |
|
|
2020
Q1 | $484K | Buy |
992
+8
| +0.8% | +$3.3K | 0.15% | 194 |
|
|
2019
Q4 | $369K | Sell |
984
-266
| -21% | -$89.5K | 0.08% | 305 |
|
|
2019
Q3 | $347K | Sell |
1,250
-20
| -2% | -$5.92K | 0.09% | 300 |
|
|
2019
Q2 | $398K | Sell |
1,270
-74
| -6% | -$24.6K | 0.09% | 292 |
|
|
2019
Q1 | $552K | Buy |
1,344
+138
| +11% | +$56.8K | 0.12% | 223 |
|
|
2018
Q4 | $450K | Buy |
+1,206
| New | +$441K | 0.18% | 157 |
|
|
2018
Q1 | – | Sell |
-641
| Closed | -$243K | – | 370 |
|
|
2017
Q4 | $243K | Buy |
+641
| New | +$260K | 0.06% | 332 |
|
|
2017
Q3 | – | Sell |
-808
| Closed | -$393K | – | 366 |
|
|
2017
Q2 | $393K | Buy |
+808
| New | +$354K | 0.11% | 264 |
|
Other funds holding REGN
Institute for Wealth Management's REGN Position: Q2 2026 in Review
Institute for Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 4.9% in Q2 2026, selling an estimated $20.4K and leaving 586 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #393.
Institute for Wealth Management first reported a position in REGN in Q2 2017 and has held it in 33 quarters since. The position peaked at $922K in Q2 2024. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.
- Institute for Wealth Management held 586 shares of Regeneron Pharmaceuticals worth $365K as of Q2 2026.
- Institute for Wealth Management sold 30 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $20.4K.
- Regeneron Pharmaceuticals made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #393 holding.
- Institute for Wealth Management first reported a position in Regeneron Pharmaceuticals in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Regeneron Pharmaceuticals position peaked at $922K in Q2 2024.
- 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.