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Marshall Financial Group (Maryland)’s Regeneron Pharmaceuticals REGN Stock Holding History

Marshall Financial Group (Maryland)’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
2025
Q2 		– Sell
-1,249
Closed -$792K – 268
2025
Q1 		$792K Buy
1,249
+279
+29% +$192K 0.17% 141
2024
Q4 		$691K Buy
+970
New +$814K 0.17% 139
2024
Q2 		– Sell
-1,022
Closed -$984K – 190
2024
Q1 		$984K Buy
1,022
+90
+10% +$85.6K 0.28% 97
2023
Q4 		$819K Buy
932
+71
+8% +$58.5K 0.26% 107
2023
Q3 		$709K Buy
861
+11
+1% +$8.64K 0.26% 102
2023
Q2 		$611K Buy
850
+46
+6% +$35.5K 0.21% 116
2023
Q1 		$661K Buy
+804
New +$606K 0.24% 114
2022
Q2 		– Sell
-1,764
Closed -$1.23M – 208
2022
Q1 		$1.23M Buy
1,764
+71
+4% +$44.9K 0.5% 67
2021
Q4 		$1.07M Buy
1,693
+239
+16% +$147K 0.39% 88
2021
Q3 		$880K Buy
1,454
+114
+9% +$70.8K 0.46% 70
2021
Q2 		$748K Buy
+1,340
New +$679K 0.4% 79

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marshall Financial Group (Maryland)'s REGN Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of Regeneron Pharmaceuticals (REGN) in Q2 2025, closing a stake of 1,249 shares — an estimated $792K sold.

Marshall Financial Group (Maryland) first reported a position in REGN in Q2 2021 and held it in 11 quarters. The position peaked at $1.23M in Q1 2022. 1,203 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • Marshall Financial Group (Maryland) reported no remaining Regeneron Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,249 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $792K.
  • Marshall Financial Group (Maryland) first reported a position in Regeneron Pharmaceuticals in Q2 2021 and held it in 11 quarters.
  • Marshall Financial Group (Maryland)'s Regeneron Pharmaceuticals position peaked at $1.23M in Q1 2022.
  • 1,203 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.