IWA
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Invera Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Invera 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 		$307K Buy
+493
New +$336K 0.16% 113

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

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

Invera Wealth Advisors opened a new position in Regeneron Pharmaceuticals (REGN) in Q2 2026: 493 shares worth $307K. The stake represents 0.16% of the portfolio and ranks #113 among its holdings.

1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Invera Wealth Advisors held 493 shares of Regeneron Pharmaceuticals worth $307K as of Q2 2026.
  • Regeneron Pharmaceuticals was a new Invera Wealth Advisors position in Q2 2026.
  • Regeneron Pharmaceuticals made up 0.16% of Invera Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.