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Legacy Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Legacy Financial 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 		$897K Sell
1,438
-114
-7% -$77.6K 0.11% 150
2026
Q1 		$1.2M Buy
1,552
+167
+12% +$128K 0.17% 107
2025
Q4 		$1.07M Buy
1,385
+164
+13% +$111K 0.15% 121
2025
Q3 		$687K Buy
1,221
+222
+22% +$126K 0.09% 190
2025
Q2 		$525K Buy
999
+7
+0.7% +$3.91K 0.08% 194
2025
Q1 		$629K Buy
992
+264
+36% +$182K 0.11% 164
2024
Q4 		$519K Sell
728
-166
-19% -$139K 0.09% 187
2024
Q3 		$940K Buy
894
+16
+2% +$17.8K 0.16% 104
2024
Q2 		$923K Buy
878
+69
+9% +$66.9K 0.16% 100
2024
Q1 		$779K Buy
809
+60
+8% +$57.1K 0.14% 120
2023
Q4 		$658K Buy
749
+81
+12% +$66.7K 0.13% 126
2023
Q3 		$550K Buy
668
+167
+33% +$131K 0.11% 124
2023
Q2 		$360K Buy
501
+46
+10% +$35.5K 0.07% 180
2023
Q1 		$374K Buy
455
+42
+10% +$31.7K 0.08% 160
2022
Q4 		$298K Buy
413
+8
+2% +$5.9K 0.06% 179
2022
Q3 		$279K Sell
405
-11
-3% -$6.92K 0.07% 166
2022
Q2 		$246K Buy
416
+2
+0.5% +$1.3K 0.06% 176
2022
Q1 		$289K Buy
414
+74
+22% +$46.8K 0.07% 167
2021
Q4 		$215K Buy
+340
New +$209K 0.05% 194
2019
Q2 		– Sell
-15
Closed -$6K – 719
2019
Q1 		$6K Buy
15
+10
+200% +$4.12K ﹤0.01% 744
2018
Q4 		$2K Sell
5
-9
-64% -$3.29K ﹤0.01% 849
2018
Q3 		$5K Hold
14
– – ﹤0.01% 698
2018
Q2 		$5K Buy
14
+8
+133% +$2.5K ﹤0.01% 706
2018
Q1 		$1K Hold
6
– – ﹤0.01% 790
2017
Q4 		$2K Buy
+6
New +$2.43K ﹤0.01% 751

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

Legacy Financial Advisors's REGN Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 7.3% in Q2 2026, selling an estimated $77.6K and leaving 1,438 shares worth $897K. The position accounts for 0.11% of the portfolio, ranked #150.

Legacy Financial Advisors first reported a position in REGN in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.2M in Q1 2026. 1,336 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Legacy Financial Advisors held 1,438 shares of Regeneron Pharmaceuticals worth $897K as of Q2 2026.
  • Legacy Financial Advisors sold 114 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $77.6K.
  • Regeneron Pharmaceuticals made up 0.11% of Legacy Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Legacy Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2017 and has held it in 25 quarters since.
  • Legacy Financial Advisors's Regeneron Pharmaceuticals position peaked at $1.2M in Q1 2026.
  • 1,336 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.