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Outlook Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Outlook Wealth 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
2025
Q3 		– Sell
-458
Closed -$240K – 318
2025
Q2 		$240K Buy
458
+1
+0.2% +$558 0.06% 254
2025
Q1 		$290K Buy
457
+29
+7% +$19.9K 0.08% 225
2024
Q4 		$305K Buy
+428
New +$359K 0.09% 216
2024
Q2 		– Sell
-334
Closed -$321K – 287
2024
Q1 		$321K Buy
334
+73
+28% +$69.4K 0.1% 196
2023
Q4 		$229K Buy
+261
New +$215K 0.08% 207

Other funds holding REGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Outlook Wealth Advisors's REGN Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q3 2025, closing a stake of 458 shares — an estimated $240K sold.

Outlook Wealth Advisors first reported a position in REGN in Q4 2023 and held it in 5 quarters. The position peaked at $321K in Q1 2024. 1,244 funds tracked by Wall St. Rank hold REGN as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 458 Regeneron Pharmaceuticals shares in Q3 2025, an estimated $240K.
  • Outlook Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2023 and held it in 5 quarters.
  • Outlook Wealth Advisors's Regeneron Pharmaceuticals position peaked at $321K in Q1 2024.
  • 1,244 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.