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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
Q2 		– Sell
-309
Closed -$239K – 2535
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 $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

Root Financial Partners's REGN Position: Q2 2026 in Review

Root Financial Partners sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 309 shares — an estimated $239K sold.

Root Financial Partners first reported a position in REGN in Q3 2025 and held it in 3 quarters. The position peaked at $239K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Root Financial Partners reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 309 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $239K.
  • Root Financial Partners first reported a position in Regeneron Pharmaceuticals in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Regeneron Pharmaceuticals position peaked at $239K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.