Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Kovitz Investment Group Partners’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 		$3.58M Buy
5,735
+4,978
+658% +$3.39M 0.08% 156
2026
Q1 		$585K Sell
757
-5
-0.7% -$3.83K 0.01% 380
2025
Q4 		$588K Sell
762
-554
-42% -$376K 0.01% 380
2025
Q3 		$740K Buy
1,316
+26
+2% +$14.7K ﹤0.01% 912
2025
Q2 		$677K Sell
1,290
-5,639
-81% -$3.15M ﹤0.01% 888
2025
Q1 		$4.39M Buy
6,929
+4,154
+150% +$2.86M 0.02% 427
2024
Q4 		$1.98M Sell
2,775
-916
-25% -$769K 0.01% 573
2024
Q3 		$2.57M Buy
3,691
+1,303
+55% +$1.45M 0.02% 459
2024
Q2 		$2.51M Buy
2,388
+1,395
+140% +$1.35M 0.02% 395
2024
Q1 		$956K Buy
993
+753
+314% +$716K 0.01% 417
2023
Q4 		$211K Sell
240
-27
-10% -$22.2K ﹤0.01% 396
2023
Q3 		$220K Buy
+267
New +$210K ﹤0.01% 379
2023
Q2 		– Sell
-287
Closed -$236K – 432
2023
Q1 		$236K Sell
287
-30
-9% -$22.6K ﹤0.01% 393
2022
Q4 		$229K Sell
317
-1,728
-84% -$1.28M ﹤0.01% 379
2022
Q3 		$1.41M Sell
2,045
-545
-21% -$343K 0.03% 240
2022
Q2 		$1.53M Sell
2,590
-367
-12% -$239K 0.03% 239
2022
Q1 		$2.06M Buy
+2,957
New +$1.87M 0.04% 227
2021
Q4 		– Sell
-3,631
Closed -$2.2M – 453
2021
Q3 		$2.2M Sell
3,631
-314
-8% -$195K 0.04% 227
2021
Q2 		$2.2M Buy
3,945
+2,687
+214% +$1.36M 0.04% 231
2021
Q1 		$595K Buy
+1,258
New +$612K 0.01% 331
2020
Q2 		– Sell
-2,437
Closed -$1.19M – 403
2020
Q1 		$1.19M Sell
2,437
-460
-16% -$190K 0.04% 223
2019
Q4 		$1.09M Buy
+2,897
New +$975K 0.03% 257
2019
Q3 		– Sell
-2,133
Closed -$668K – 365
2019
Q2 		$668K Buy
2,133
+940
+79% +$313K 0.02% 298
2019
Q1 		$489K Buy
+1,193
New +$491K 0.02% 314

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's REGN Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Regeneron Pharmaceuticals (REGN) stake by 658% in Q2 2026, buying an estimated $3.39M and bringing the position to 5,735 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #156.

Kovitz Investment Group Partners first reported a position in REGN in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.39M in Q1 2025. 1,340 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Kovitz Investment Group Partners held 5,735 shares of Regeneron Pharmaceuticals worth $3.58M as of Q2 2026.
  • Kovitz Investment Group Partners bought 4,978 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $3.39M.
  • Regeneron Pharmaceuticals made up 0.08% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #156 holding.
  • Kovitz Investment Group Partners first reported a position in Regeneron Pharmaceuticals in Q1 2019 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's Regeneron Pharmaceuticals position peaked at $4.39M in Q1 2025.
  • 1,340 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.