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Personal CFO Solutions’s Regeneron Pharmaceuticals REGN Stock Holding History

Personal CFO Solutions’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 		$1.05M Sell
1,692
-3
-0.2% -$2.04K 0.15% 121
2026
Q1 		$1.31M Sell
1,695
-157
-8% -$120K 0.18% 94
2025
Q4 		$1.43M Buy
1,852
+161
+10% +$109K 0.23% 78
2025
Q3 		$951K Sell
1,691
-65
-4% -$36.8K 0.17% 122
2025
Q2 		$922K Sell
1,756
-72
-4% -$40.2K 0.17% 122
2025
Q1 		$1.16M Sell
1,828
-24
-1% -$16.5K 0.24% 84
2024
Q4 		$1.32M Buy
1,852
+1,291
+230% +$1.08M 0.26% 74
2024
Q3 		$590K Buy
561
+33
+6% +$36.7K 0.08% 225
2024
Q2 		$555K Buy
528
+18
+4% +$17.4K 0.09% 232
2024
Q1 		$491K Sell
510
-16
-3% -$15.2K 0.08% 257
2023
Q4 		$462K Sell
526
-64
-11% -$52.7K 0.08% 245
2023
Q3 		$486K Sell
590
-2
-0.3% -$1.57K 0.1% 201
2023
Q2 		$425K Sell
592
-16
-3% -$12.3K 0.09% 240
2023
Q1 		$500K Buy
608
+28
+5% +$21.1K 0.1% 196
2022
Q4 		$418K Sell
580
-146
-20% -$108K 0.09% 214
2022
Q3 		$500K Sell
726
-31
-4% -$19.5K 0.13% 154
2022
Q2 		$447K Buy
757
+4
+0.5% +$2.6K 0.1% 175
2022
Q1 		$526K Sell
753
-353
-32% -$223K 0.1% 190
2021
Q4 		$698K Buy
1,106
+459
+71% +$282K 0.13% 151
2021
Q3 		$392K Buy
+647
New +$402K 0.08% 223
2021
Q1 		– Sell
-1,701
Closed -$822K – 445
2020
Q4 		$822K Buy
1,701
+85
+5% +$45.9K 0.2% 104
2020
Q3 		$1M Sell
1,616
-100
-6% -$60.6K 0.33% 112
2020
Q2 		$1.07M Buy
1,716
+11
+0.6% +$6.24K 0.32% 73
2020
Q1 		$833K Buy
1,705
+122
+8% +$50.3K 0.3% 77
2019
Q4 		$593K Sell
1,583
-147
-8% -$49.5K 0.17% 126
2019
Q3 		$480K Buy
+1,730
New +$512K 0.19% 134

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 $3.37T AUM 44.26% 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

Personal CFO Solutions's REGN Position: Q2 2026 in Review

Personal CFO Solutions reduced its Regeneron Pharmaceuticals (REGN) stake by 0.18% in Q2 2026, selling an estimated $2.04K and leaving 1,692 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #121.

Personal CFO Solutions first reported a position in REGN in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.43M in Q4 2025. 1,334 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Personal CFO Solutions held 1,692 shares of Regeneron Pharmaceuticals worth $1.05M as of Q2 2026.
  • Personal CFO Solutions sold 3 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $2.04K.
  • Regeneron Pharmaceuticals made up 0.15% of Personal CFO Solutions's portfolio in Q2 2026, its #121 holding.
  • Personal CFO Solutions first reported a position in Regeneron Pharmaceuticals in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Regeneron Pharmaceuticals position peaked at $1.43M in Q4 2025.
  • 1,334 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.