Morningstar Investment Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Morningstar Investment 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	$2.09M	Hold	2,705	–	–	0.13%	167
2026 Q1	$2.09M	Sell	2,705 -550	-17%	-$421K	0.13%	165
2025 Q4	$2.51M	Sell	3,255 -663	-17%	-$450K	0.15%	143
2025 Q3	$2.2M	Buy	3,918 +2,759	+238%	+$1.56M	0.08%	229
2025 Q2	$608K	Buy	+1,159	New	+$647K	0.05%	103
2025 Q1	–	Sell	-954	Closed	-$680K	–	189
2024 Q4	$680K	Hold	954	–	–	0.05%	103
2024 Q3	$968K	Buy	954 +248	+35%	+$276K	0.1%	93
2024 Q2	$742K	Hold	706	–	–	0.08%	102
2024 Q1	$680K	Hold	706	–	–	0.07%	111
2023 Q4	$620K	Sell	706 -2	-0.3%	-$1.65K	0.07%	114
2023 Q3	$583K	Hold	708	–	–	0.08%	89
2023 Q2	$509K	Buy	+708	New	+$546K	0.07%	101

Other funds holding REGN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morningstar Investment Management's REGN Position: Q2 2026 in Review

Morningstar Investment Management held its Regeneron Pharmaceuticals (REGN) position steady in Q2 2026 at 2,705 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #167.

Morningstar Investment Management first reported a position in REGN in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2025. 481 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

Morningstar Investment Management held 2,705 shares of Regeneron Pharmaceuticals worth $2.09M as of Q2 2026.
Morningstar Investment Management left its Regeneron Pharmaceuticals share count unchanged in Q2 2026.
Regeneron Pharmaceuticals made up 0.13% of Morningstar Investment Management's portfolio in Q2 2026, its #167 holding.
Morningstar Investment Management first reported a position in Regeneron Pharmaceuticals in Q2 2023 and has held it in 12 quarters since.
Morningstar Investment Management's Regeneron Pharmaceuticals position peaked at $2.51M in Q4 2025.
481 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.