LWA
REGN icon

LifeGoal Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

LifeGoal 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
Q3 		$293K Buy
+386
New +$292K 0.09% 144
2026
Q2 		– Sell
-385
Closed -$299K – 161
2026
Q1 		$299K Buy
+385
New +$295K 0.17% 79

Other funds holding REGN

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

LifeGoal Wealth Advisors's REGN Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Regeneron Pharmaceuticals (REGN) in Q3 2026: 386 shares worth $293K. The stake represents 0.09% of the portfolio and ranks #144 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in REGN as recently as Q1 2026.

LifeGoal Wealth Advisors first reported a position in REGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 54 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

  • LifeGoal Wealth Advisors held 386 shares of Regeneron Pharmaceuticals worth $293K as of Q3 2026.
  • Regeneron Pharmaceuticals was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Regeneron Pharmaceuticals made up 0.09% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #144 holding.
  • LifeGoal Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's Regeneron Pharmaceuticals position peaked at $299K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.