PWPS
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Pinnacle Wealth Planning Services’s Regeneron Pharmaceuticals REGN Stock Holding History

Pinnacle Wealth Planning Services’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 		$433K Buy
560
+94
+20% +$72K 0.04% 244
2025
Q4 		$360K Buy
466
+5
+1% +$3.4K 0.04% 278
2025
Q3 		$259K Sell
461
-14
-3% -$7.92K 0.03% 369
2025
Q2 		$249K Sell
475
-14
-3% -$7.81K 0.03% 350
2025
Q1 		$310K Buy
489
+14
+3% +$9.63K 0.05% 252
2024
Q4 		$338K Sell
475
-137
-22% -$115K 0.05% 226
2024
Q3 		$643K Hold
612
– – 0.09% 150
2024
Q2 		$643K Buy
612
+1
+0.2% +$969 0.09% 139
2024
Q1 		$588K Hold
611
– – 0.09% 155
2023
Q4 		$537K Sell
611
-2
-0.3% -$1.65K 0.08% 166
2023
Q3 		$504K Sell
613
-3
-0.5% -$2.36K 0.08% 160
2023
Q2 		$443K Sell
616
-9
-1% -$6.94K 0.07% 187
2023
Q1 		$514K Buy
625
+2
+0.3% +$1.51K 0.09% 171
2022
Q4 		$449K Buy
623
+12
+2% +$8.85K 0.08% 186
2022
Q3 		$421K Buy
611
+30
+5% +$18.9K 0.08% 171
2022
Q2 		$343K Sell
581
-13
-2% -$8.45K 0.06% 215
2022
Q1 		$415K Buy
594
+165
+38% +$104K 0.08% 199
2021
Q4 		$271K Buy
429
+17
+4% +$10.5K 0.05% 281
2021
Q3 		$249K Buy
412
+16
+4% +$9.93K 0.06% 279
2021
Q2 		$221K Buy
+396
New +$201K 0.05% 298
2021
Q1 		– Sell
-270
Closed -$130K – 1587
2020
Q4 		$130K Buy
+270
New +$146K 0.03% 383

Other funds holding REGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Pinnacle Wealth Planning Services's REGN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Regeneron Pharmaceuticals (REGN) stake by 20% in Q1 2026, buying an estimated $72K and bringing the position to 560 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #244.

Pinnacle Wealth Planning Services first reported a position in REGN in Q4 2020 and has held it in 21 quarters since. The position peaked at $643K in Q3 2024. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 560 shares of Regeneron Pharmaceuticals worth $433K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 94 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $72K.
  • Regeneron Pharmaceuticals made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #244 holding.
  • Pinnacle Wealth Planning Services first reported a position in Regeneron Pharmaceuticals in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Regeneron Pharmaceuticals position peaked at $643K in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.