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N.E.W. Advisory Services’s Repligen RGEN Stock Holding History

N.E.W. Advisory Services’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40
Closed -$5.35K – 922
2025
Q3 		$5.35K Hold
40
– – ﹤0.01% 654
2025
Q2 		$4.97K Hold
40
– – ﹤0.01% 654
2025
Q1 		$5.09K Buy
+40
New +$6.16K ﹤0.01% 711

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

N.E.W. Advisory Services's RGEN Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Repligen (RGEN) in Q4 2025, closing a stake of 40 shares — an estimated $5.35K sold.

N.E.W. Advisory Services first reported a position in RGEN in Q1 2025 and held it in 3 quarters. The position peaked at $5.35K in Q3 2025. 474 funds tracked by Wall St. Rank hold RGEN as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Repligen position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 40 Repligen shares in Q4 2025, an estimated $5.35K.
  • N.E.W. Advisory Services first reported a position in Repligen in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Repligen position peaked at $5.35K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Repligen as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.