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Smallwood Wealth Investment Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Smallwood Wealth Investment Management’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
Q3 		– Sell
-1
Closed -$525 – 572
2025
Q2 		$525 Buy
+1
New +$558 ﹤0.01% 494

Other funds holding REGN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smallwood Wealth Investment Management's REGN Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Regeneron Pharmaceuticals (REGN) in Q3 2025, closing a stake of 1 share — an estimated $525 sold.

Smallwood Wealth Investment Management first reported a position in REGN in Q2 2025 and held it in 1 quarter. The position peaked at $525 in Q2 2025. 1,245 funds tracked by Wall St. Rank hold REGN as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Regeneron Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 1 Regeneron Pharmaceuticals share in Q3 2025, an estimated $525.
  • Smallwood Wealth Investment Management first reported a position in Regeneron Pharmaceuticals in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Regeneron Pharmaceuticals position peaked at $525 in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.