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Integrated Wealth Concepts’s Regeneron Pharmaceuticals REGN Stock Holding History

Integrated Wealth Concepts’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 		$1.43M Sell
2,299
-1,902
-45% -$1.29M 0.01% 1008
2026
Q1 		$3.25M Buy
4,201
+2,225
+113% +$1.7M 0.03% 577
2025
Q4 		$1.53M Buy
1,976
+545
+38% +$370K 0.02% 606
2025
Q3 		$805K Buy
+1,431
New +$809K 0.01% 1101
2025
Q2 		– Sell
-752
Closed -$477K – 1986
2025
Q1 		$477K Sell
752
-411
-35% -$283K 0.01% 1167
2024
Q4 		$828K Buy
1,163
+415
+55% +$348K 0.01% 900
2024
Q3 		$786K Buy
748
+214
+40% +$238K 0.01% 899
2024
Q2 		$561K Buy
534
+30
+6% +$29.1K 0.01% 999
2024
Q1 		$485K Buy
504
+102
+25% +$97K 0.01% 1069
2023
Q4 		$353K Sell
402
-55
-12% -$45.3K 0.01% 1175
2023
Q3 		$376K Sell
457
-36
-7% -$28.3K 0.01% 1115
2023
Q2 		$354K Buy
493
+5
+1% +$3.85K 0.01% 1150
2023
Q1 		$401K Buy
488
+142
+41% +$107K 0.01% 933
2022
Q4 		$250K Sell
346
-176
-34% -$130K 0.01% 873
2022
Q3 		$360K Sell
522
-518
-50% -$326K 0.01% 685
2022
Q2 		$615K Buy
1,040
+492
+90% +$320K 0.02% 545
2022
Q1 		$383K Sell
548
-16
-3% -$10.1K 0.01% 654
2021
Q4 		$356K Buy
564
+19
+3% +$11.7K 0.01% 704
2021
Q3 		$330K Buy
545
+118
+28% +$73.3K 0.01% 702
2021
Q2 		$238K Buy
+427
New +$216K 0.01% 719
2021
Q1 		– Sell
-546
Closed -$264K – 763
2020
Q4 		$264K Buy
546
+65
+14% +$35.1K 0.01% 541
2020
Q3 		$269K Buy
481
+28
+6% +$17K 0.02% 478
2020
Q2 		$283K Buy
+453
New +$257K 0.02% 420

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

Integrated Wealth Concepts's REGN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Regeneron Pharmaceuticals (REGN) stake by 45% in Q2 2026, selling an estimated $1.29M and leaving 2,299 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1008.

Integrated Wealth Concepts first reported a position in REGN in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.25M in Q1 2026. 1,336 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Integrated Wealth Concepts held 2,299 shares of Regeneron Pharmaceuticals worth $1.43M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,902 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $1.29M.
  • Regeneron Pharmaceuticals made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1008 holding.
  • Integrated Wealth Concepts first reported a position in Regeneron Pharmaceuticals in Q2 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Regeneron Pharmaceuticals position peaked at $3.25M in Q1 2026.
  • 1,336 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.