Root Financial Partners
REGN icon

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
Q3 		$293K Buy
+386
New +$292K 0.01% 326
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's REGN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Regeneron Pharmaceuticals (REGN) in Q3 2026: 386 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in REGN as recently as Q1 2026.

Root Financial Partners first reported a position in REGN in Q3 2025 and has held it in 4 quarters since. 1,212 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

  • Root Financial Partners held 386 shares of Regeneron Pharmaceuticals worth $293K as of Q3 2026.
  • Regeneron Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Regeneron Pharmaceuticals made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #326 holding.
  • Root Financial Partners first reported a position in Regeneron Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.