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Mount Yale Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Mount Yale Investment 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
Q2 		$724K Buy
1,241
+346
+39% +$236K 0.01% 677
2026
Q1 		$692K Buy
+895
New +$685K 0.02% 612
2025
Q3 		– Sell
-113
Closed -$59.3K – 1397
2025
Q2 		$59.3K Buy
+113
New +$63.1K ﹤0.01% 770

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's REGN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Regeneron Pharmaceuticals (REGN) stake by 39% in Q2 2026, buying an estimated $236K and bringing the position to 1,241 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #677.

Mount Yale Investment Advisors first reported a position in REGN in Q2 2025 and has held it in 3 quarters since. 1,338 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Mount Yale Investment Advisors held 1,241 shares of Regeneron Pharmaceuticals worth $724K as of Q2 2026.
  • Mount Yale Investment Advisors bought 346 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $236K.
  • Regeneron Pharmaceuticals made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #677 holding.
  • Mount Yale Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2025 and has held it in 3 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.