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Soltis Investment Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Soltis Investment 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 		$505K Sell
810
-186
-19% -$127K 0.03% 360
2026
Q1 		$770K Buy
996
+134
+16% +$103K 0.05% 262
2025
Q4 		$665K Buy
862
+243
+39% +$165K 0.04% 274
2025
Q3 		$348K Sell
619
-19
-3% -$10.7K 0.02% 351
2025
Q2 		$335K Sell
638
-18
-3% -$10K 0.03% 303
2025
Q1 		$416K Sell
656
-21
-3% -$14.4K 0.04% 259
2024
Q4 		$482K Sell
677
-34
-5% -$28.5K 0.04% 244
2024
Q3 		$747K Buy
711
+28
+4% +$31.2K 0.07% 176
2024
Q2 		$717K Buy
683
+9
+1% +$8.72K 0.08% 173
2024
Q1 		$649K Sell
674
-9
-1% -$8.56K 0.07% 176
2023
Q4 		$600K Sell
683
-42
-6% -$34.6K 0.07% 171
2023
Q3 		$597K Sell
725
-9
-1% -$7.07K 0.08% 162
2023
Q2 		$528K Sell
734
-8
-1% -$6.17K 0.06% 167
2023
Q1 		$610K Buy
742
+47
+7% +$35.4K 0.08% 155
2022
Q4 		$502K Sell
695
-10
-1% -$7.38K 0.07% 170
2022
Q3 		$486K Buy
705
+63
+10% +$39.7K 0.07% 164
2022
Q2 		$380K Buy
642
+11
+2% +$7.15K 0.06% 176
2022
Q1 		$441K Buy
631
+45
+8% +$28.5K 0.06% 172
2021
Q4 		$370K Sell
586
-2
-0.3% -$1.23K 0.05% 186
2021
Q3 		$356K Buy
588
+4
+0.7% +$2.48K 0.06% 178
2021
Q2 		$326K Buy
584
+29
+5% +$14.7K 0.05% 191
2021
Q1 		$263K Buy
555
+11
+2% +$5.36K 0.05% 188
2020
Q4 		$263K Buy
544
+13
+2% +$7.02K 0.05% 189
2020
Q3 		$297K Buy
531
+31
+6% +$18.8K 0.07% 166
2020
Q2 		$312K Hold
500
– – 0.08% 151
2020
Q1 		$244K Buy
+500
New +$206K 0.08% 141

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's REGN Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 19% in Q2 2026, selling an estimated $127K and leaving 810 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #360.

Soltis Investment Advisors first reported a position in REGN in Q1 2020 and has held it in 26 quarters since. The position peaked at $770K in Q1 2026. 1,340 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Soltis Investment Advisors held 810 shares of Regeneron Pharmaceuticals worth $505K as of Q2 2026.
  • Soltis Investment Advisors sold 186 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $127K.
  • Regeneron Pharmaceuticals made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #360 holding.
  • Soltis Investment Advisors first reported a position in Regeneron Pharmaceuticals in Q1 2020 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Regeneron Pharmaceuticals position peaked at $770K in Q1 2026.
  • 1,340 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.