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Kingswood Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Kingswood 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 		$462K Sell
740
-25
-3% -$17K 0.02% 628
2026
Q1 		$591K Buy
765
+33
+5% +$25.3K 0.03% 508
2025
Q4 		$565K Sell
732
-117
-14% -$79.5K 0.03% 489
2025
Q3 		$477K Buy
849
+66
+8% +$37.3K 0.03% 491
2025
Q2 		$411K Sell
783
-51
-6% -$28.5K 0.03% 468
2025
Q1 		$527K Sell
834
-231
-22% -$159K 0.05% 378
2024
Q4 		$759K Sell
1,065
-1,431
-57% -$1.2M 0.06% 332
2024
Q3 		$2.62M Buy
2,496
+963
+63% +$1.07M 0.19% 120
2024
Q2 		$1.61M Buy
1,533
+129
+9% +$125K 0.15% 144
2024
Q1 		$1.35M Sell
1,404
-63
-4% -$59.9K 0.16% 154
2023
Q4 		$1.29M Buy
1,467
+621
+73% +$511K 0.15% 161
2023
Q3 		$696K Buy
846
+465
+122% +$365K 0.12% 196
2023
Q2 		$274K Buy
+381
New +$294K 0.09% 209

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

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

Kingswood Wealth Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 3.3% in Q2 2026, selling an estimated $17K and leaving 740 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #628.

Kingswood Wealth Advisors first reported a position in REGN in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.62M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Kingswood Wealth Advisors held 740 shares of Regeneron Pharmaceuticals worth $462K as of Q2 2026.
  • Kingswood Wealth Advisors sold 25 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $17K.
  • Regeneron Pharmaceuticals made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #628 holding.
  • Kingswood Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Regeneron Pharmaceuticals position peaked at $2.62M in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.