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Perfromance Wealth Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Perfromance Wealth Partners’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
Q2 		– Sell
-407
Closed -$258K – 198
2025
Q1 		$258K Buy
+407
New +$280K 0.01% 144
2024
Q4 		– Sell
-207
Closed -$218K – 201
2024
Q3 		$218K Buy
207
+1
+0.5% +$1.11K 0.01% 180
2024
Q2 		$217K Buy
+206
New +$200K 0.01% 149

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Perfromance Wealth Partners's REGN Position: Q2 2025 in Review

Perfromance Wealth Partners sold out of Regeneron Pharmaceuticals (REGN) in Q2 2025, closing a stake of 407 shares — an estimated $258K sold.

Perfromance Wealth Partners first reported a position in REGN in Q2 2024 and held it in 3 quarters. The position peaked at $258K in Q1 2025. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

  • Perfromance Wealth Partners reported no remaining Regeneron Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 407 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $258K.
  • Perfromance Wealth Partners first reported a position in Regeneron Pharmaceuticals in Q2 2024 and held it in 3 quarters.
  • Perfromance Wealth Partners's Regeneron Pharmaceuticals position peaked at $258K in Q1 2025.
  • 1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Perfromance Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.