MWM
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Marietta Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Marietta Wealth Management’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 		$7.91M Buy
12,686
+477
+4% +$325K 0.81% 47
2026
Q1 		$9.43M Buy
12,209
+49
+0.4% +$37.5K 1.12% 32
2025
Q4 		$9.39M Buy
12,160
+135
+1% +$91.7K 1.09% 33
2025
Q3 		$6.76M Buy
12,025
+574
+5% +$325K 0.83% 50
2025
Q2 		$6.01M Buy
11,451
+673
+6% +$376K 0.78% 61
2025
Q1 		$6.84M Buy
10,778
+2,501
+30% +$1.72M 1% 40
2024
Q4 		$5.9M Buy
8,277
+624
+8% +$524K 0.85% 52
2024
Q3 		$8.05M Buy
7,653
+29
+0.4% +$32.3K 1.17% 30
2024
Q2 		$8.01M Sell
7,624
-88
-1% -$85.3K 1.25% 24
2024
Q1 		$7.42M Sell
7,712
-141
-2% -$134K 1.23% 29
2023
Q4 		$6.9M Buy
7,853
+20
+0.3% +$16.5K 1.23% 30
2023
Q3 		$6.45M Sell
7,833
-207
-3% -$163K 1.28% 26
2023
Q2 		$5.78M Buy
8,040
+120
+2% +$92.5K 1.09% 37
2023
Q1 		$6.51M Sell
7,920
-288
-4% -$217K 1.38% 22
2022
Q4 		$5.92M Sell
8,208
-333
-4% -$246K 1.34% 26
2022
Q3 		$5.88M Sell
8,541
-366
-4% -$230K 1.47% 23
2022
Q2 		$5.26M Buy
8,907
+108
+1% +$70.2K 1.27% 29
2022
Q1 		$6.14M Buy
8,799
+619
+8% +$392K 1.29% 29
2021
Q4 		$5.17M Buy
8,180
+996
+14% +$612K 1.04% 41
2021
Q3 		$4.35M Buy
7,184
+2,415
+51% +$1.5M 0.95% 43
2021
Q2 		$2.66M Buy
4,769
+265
+6% +$134K 0.6% 67
2021
Q1 		$2.13M Buy
+4,504
New +$2.19M 0.53% 72

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

Marietta Wealth Management's REGN Position: Q2 2026 in Review

Marietta Wealth Management increased its Regeneron Pharmaceuticals (REGN) stake by 3.9% in Q2 2026, buying an estimated $325K and bringing the position to 12,686 shares worth $7.91M. The position accounts for 0.81% of the portfolio, ranked #47.

Marietta Wealth Management first reported a position in REGN in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.43M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Marietta Wealth Management held 12,686 shares of Regeneron Pharmaceuticals worth $7.91M as of Q2 2026.
  • Marietta Wealth Management bought 477 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $325K.
  • Regeneron Pharmaceuticals made up 0.81% of Marietta Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Marietta Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2021 and has held it in 22 quarters since.
  • Marietta Wealth Management's Regeneron Pharmaceuticals position peaked at $9.43M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.