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Rooted Wealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Rooted 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
2026
Q2 		$211K Buy
+339
New +$231K 0.05% 143

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

Rooted Wealth Advisors's REGN Position: Q2 2026 in Review

Rooted Wealth Advisors opened a new position in Regeneron Pharmaceuticals (REGN) in Q2 2026: 339 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings.

1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Rooted Wealth Advisors held 339 shares of Regeneron Pharmaceuticals worth $211K as of Q2 2026.
  • Regeneron Pharmaceuticals was a new Rooted Wealth Advisors position in Q2 2026.
  • Regeneron Pharmaceuticals made up 0.05% of Rooted Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.