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JFS Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

JFS 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 		$25.1K Sell
40
-9
-18% -$6.13K ﹤0.01% 712
2026
Q1 		$38K Buy
49
+13
+36% +$9.95K ﹤0.01% 579
2025
Q4 		$27.9K Buy
36
+11
+44% +$7.47K ﹤0.01% 661
2025
Q3 		$14.1K Sell
25
-2
-7% -$1.13K ﹤0.01% 790
2025
Q2 		$14.2K Buy
27
+1
+4% +$558 ﹤0.01% 750
2025
Q1 		$16.5K Sell
26
-1
-4% -$688 ﹤0.01% 721
2024
Q4 		$19.2K Sell
27
-6
-18% -$5.04K ﹤0.01% 657
2024
Q3 		$34.7K Buy
33
+1
+3% +$1.11K ﹤0.01% 528
2024
Q2 		$33.6K Sell
32
-2
-6% -$1.94K ﹤0.01% 485
2024
Q1 		$32.7K Hold
34
– – ﹤0.01% 517
2023
Q4 		$29.9K Hold
34
– – ﹤0.01% 499
2023
Q3 		$28K Hold
34
– – ﹤0.01% 470
2023
Q2 		$24.4K Sell
34
-2
-6% -$1.54K ﹤0.01% 496
2023
Q1 		$29.6K Sell
36
-2
-5% -$1.51K ﹤0.01% 449
2022
Q4 		$27.4K Buy
38
+1
+3% +$738 ﹤0.01% 466
2022
Q3 		$25K Buy
37
+12
+48% +$7.55K ﹤0.01% 521
2022
Q2 		$15K Sell
25
-1
-4% -$650 ﹤0.01% 652
2022
Q1 		$18K Buy
26
+17
+189% +$10.8K ﹤0.01% 635
2021
Q4 		$6K Buy
+9
New +$5.53K ﹤0.01% 767
2016
Q2 		– Sell
-1
Closed – – 596
2016
Q1 		$0 Buy
+1
New +$412 ﹤0.01% 655

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

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

JFS Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 18% in Q2 2026, selling an estimated $6.13K and leaving 40 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

JFS Wealth Advisors first reported a position in REGN in Q1 2016 and has held it in 20 quarters since. The position peaked at $38K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • JFS Wealth Advisors held 40 shares of Regeneron Pharmaceuticals worth $25.1K as of Q2 2026.
  • JFS Wealth Advisors sold 9 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $6.13K.
  • Regeneron Pharmaceuticals made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #712 holding.
  • JFS Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2016 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Regeneron Pharmaceuticals position peaked at $38K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.