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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
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 $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

Integrated Wealth Concepts's REGN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Regeneron Pharmaceuticals (REGN) stake by 113% in Q1 2026, buying an estimated $1.7M and bringing the position to 4,201 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #577.

Integrated Wealth Concepts first reported a position in REGN in Q2 2020 and has held it in 22 quarters since. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Integrated Wealth Concepts held 4,201 shares of Regeneron Pharmaceuticals worth $3.25M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,225 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $1.7M.
  • Regeneron Pharmaceuticals made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #577 holding.
  • Integrated Wealth Concepts first reported a position in Regeneron Pharmaceuticals in Q2 2020 and has held it in 22 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.