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Mark Sheptoff Financial Planning’s Regeneron Pharmaceuticals REGN Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$70.2K Hold
100
– – 0.04% 158
2025
Q4 		$77.2K Hold
100
– – 0.04% 171
2025
Q3 		$56.2K Hold
100
– – 0.03% 183
2025
Q2 		$52.5K Hold
100
– – 0.03% 182
2025
Q1 		$63.4K Hold
100
– – 0.04% 153
2024
Q4 		$71.2K Hold
100
– – 0.04% 148
2024
Q3 		$105K Sell
100
-35
-26% -$39K 0.06% 119
2024
Q2 		$142K Buy
135
+35
+35% +$33.9K 0.08% 110
2024
Q1 		$96.2K Hold
100
– – 0.05% 133
2023
Q4 		$87.8K Hold
100
– – 0.05% 126
2023
Q3 		$82.3K Hold
100
– – 0.05% 120
2023
Q2 		$71.9K Hold
100
– – 0.04% 135
2023
Q1 		$82.2K Hold
100
– – 0.05% 126
2022
Q4 		$72.1K Sell
100
-50
-33% -$36.9K 0.04% 132
2022
Q3 		$103K Hold
150
– – 0.06% 105
2022
Q2 		$89K Hold
150
– – 0.05% 123
2022
Q1 		$105K Hold
150
– – 0.05% 133
2021
Q4 		$95K Hold
150
– – 0.05% 140
2021
Q3 		$91K Hold
150
– – 0.05% 145
2021
Q2 		$84K Hold
150
– – 0.05% 147
2021
Q1 		$71K Hold
150
– – 0.04% 139
2020
Q4 		$72K Hold
150
– – 0.04% 142
2020
Q3 		$84K Hold
150
– – 0.05% 125
2020
Q2 		$94K Hold
150
– – 0.06% 118
2020
Q1 		$73K Buy
+150
New +$61.9K 0.06% 115
2015
Q4 		– Sell
-2
Closed -$1K – 419
2015
Q3 		$1K Buy
+2
New +$1.07K ﹤0.01% 383

Other funds holding REGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Mark Sheptoff Financial Planning's REGN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Regeneron Pharmaceuticals (REGN) position steady in Q1 2026 at 100 shares worth $70.2K. The position accounts for 0.04% of the portfolio, ranked #158.

Mark Sheptoff Financial Planning first reported a position in REGN in Q3 2015 and has held it in 26 quarters since. The position peaked at $142K in Q2 2024. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Regeneron Pharmaceuticals worth $70.2K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Regeneron Pharmaceuticals share count unchanged in Q1 2026.
  • Regeneron Pharmaceuticals made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #158 holding.
  • Mark Sheptoff Financial Planning first reported a position in Regeneron Pharmaceuticals in Q3 2015 and has held it in 26 quarters since.
  • Mark Sheptoff Financial Planning's Regeneron Pharmaceuticals position peaked at $142K in Q2 2024.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.