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Root Financial Partners’s Regeneron Pharmaceuticals REGN Stock Holding History

Root Financial 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
2026
Q1 		$239K Buy
309
+253
+452% +$194K 0.01% 299
2025
Q4 		$43.2K Buy
56
+21
+60% +$14.3K ﹤0.01% 776
2025
Q3 		$19.7K Buy
+35
New +$19.8K ﹤0.01% 1129

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

Root Financial Partners's REGN Position: Q1 2026 in Review

Root Financial Partners increased its Regeneron Pharmaceuticals (REGN) stake by 452% in Q1 2026, buying an estimated $194K and bringing the position to 309 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #299.

Root Financial Partners first reported a position in REGN in Q3 2025 and has held it in 3 quarters since. 1,393 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Root Financial Partners held 309 shares of Regeneron Pharmaceuticals worth $239K as of Q1 2026.
  • Root Financial Partners bought 253 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $194K.
  • Regeneron Pharmaceuticals made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #299 holding.
  • Root Financial Partners first reported a position in Regeneron Pharmaceuticals in Q3 2025 and has held it in 3 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.