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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's REGN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Regeneron Pharmaceuticals (REGN) in Q1 2026: 895 shares worth $692K. The stake represents 0.02% of the portfolio and ranks #612 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in REGN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in REGN in Q2 2025 and has held it in 2 quarters since. 1,396 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Mount Yale Investment Advisors held 895 shares of Regeneron Pharmaceuticals worth $692K as of Q1 2026.
  • Regeneron Pharmaceuticals was a new Mount Yale Investment Advisors position in Q1 2026.
  • Regeneron Pharmaceuticals made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #612 holding.
  • Mount Yale Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q2 2025 and has held it in 2 quarters since.
  • 1,396 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.