Regent Peak Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Regent Peak 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 Q1	–	Sell	-320	Closed	-$228K	–	187
2024 Q4	$228K	Buy	320 +3	+0.9%	+$2.52K	0.05%	147
2024 Q3	$333K	Buy	317 +3	+1%	+$3.34K	0.08%	114
2024 Q2	$330K	Buy	314 +5	+2%	+$4.85K	0.08%	114
2024 Q1	$297K	Hold	309	–	–	0.08%	122
2023 Q4	$271K	Buy	309 +10	+3%	+$8.23K	0.07%	121
2023 Q3	$246K	Buy	299 +7	+2%	+$5.5K	0.08%	128
2023 Q2	$210K	Buy	292 +2	+0.7%	+$1.54K	0.06%	146
2023 Q1	$238K	Buy	290 +3	+1%	+$2.26K	0.07%	130
2022 Q4	$207K	Buy	+287	New	+$212K	0.07%	152
2022 Q3	–	Sell	-371	Closed	-$219K	–	158
2022 Q2	$219K	Buy	+371	New	+$241K	0.07%	145
2021 Q1	–	Sell	-160	Closed	-$77K	–	788
2020 Q4	$77K	Buy	+160	New	+$86.4K	0.03%	245

Other funds holding REGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Regent Peak Wealth Advisors's REGN Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q1 2025, closing a stake of 320 shares — an estimated $228K sold.

Regent Peak Wealth Advisors first reported a position in REGN in Q4 2020 and held it in 11 quarters. The position peaked at $333K in Q3 2024. 1,292 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

Regent Peak Wealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
Regent Peak Wealth Advisors sold 320 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $228K.
Regent Peak Wealth Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2020 and held it in 11 quarters.
Regent Peak Wealth Advisors's Regeneron Pharmaceuticals position peaked at $333K in Q3 2024.
1,292 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.