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Spartan Wealth Advisory Services LLC’s Regeneron Pharmaceuticals REGN Stock Holding History

Spartan Wealth Advisory Services LLC’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
-1,494
Closed -$1.15M – 334
2026
Q1 		$1.15M Buy
+1,494
New +$1.14M 0.1% 143

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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

Spartan Wealth Advisory Services LLC's REGN Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 1,494 shares — an estimated $1.15M sold.

Spartan Wealth Advisory Services LLC first reported a position in REGN in Q1 2026 and held it in 1 quarter. The position peaked at $1.15M in Q1 2026. 1,256 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 1,494 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $1.15M.
  • Spartan Wealth Advisory Services LLC first reported a position in Regeneron Pharmaceuticals in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's Regeneron Pharmaceuticals position peaked at $1.15M in Q1 2026.
  • 1,256 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.