SWM
REGN icon

Spire Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Spire Wealth 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
2026
Q2 		$22.4K Sell
36
-35
-49% -$23.8K ﹤0.01% 1410
2026
Q1 		$54.9K Sell
71
-11
-13% -$8.42K ﹤0.01% 1144
2025
Q4 		$63.5K Sell
82
-10
-11% -$6.79K ﹤0.01% 1113
2025
Q3 		$51.7K Buy
92
+9
+11% +$5.09K ﹤0.01% 1222
2025
Q2 		$43.6K Sell
83
-97
-54% -$54.1K ﹤0.01% 1255
2025
Q1 		$114K Buy
180
+22
+14% +$15.1K ﹤0.01% 988
2024
Q4 		$113K Buy
158
+13
+9% +$10.9K ﹤0.01% 990
2024
Q3 		$152K Buy
145
+29
+25% +$32.3K 0.01% 802
2024
Q2 		$122K Sell
116
-62
-35% -$60.1K ﹤0.01% 843
2024
Q1 		$171K Sell
178
-8
-4% -$7.61K ﹤0.01% 815
2023
Q4 		$174K Sell
186
-5
-3% -$4.12K 0.01% 800
2023
Q3 		$157K Sell
191
-8,756
-98% -$6.88M 0.01% 786
2023
Q2 		$6.43M Buy
8,947
+159
+2% +$123K 0.24% 87
2023
Q1 		$7.22M Buy
8,788
+8,639
+5,798% +$6.52M 0.28% 78
2022
Q4 		$108K Buy
149
+57
+62% +$42.1K 0.01% 717
2022
Q3 		$63K Sell
92
-499
-84% -$314K ﹤0.01% 869
2022
Q2 		$349K Sell
591
-100
-14% -$65K 0.01% 584
2022
Q1 		$483K Sell
691
-144
-17% -$91.1K 0.01% 586
2021
Q4 		$527K Buy
835
+159
+24% +$97.8K 0.01% 684
2021
Q3 		$410K Buy
676
+446
+194% +$277K 0.01% 659
2021
Q2 		$128K Sell
230
-214
-48% -$108K ﹤0.01% 1100
2021
Q1 		$211K Buy
+444
New +$216K 0.01% 1043

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

Spire Wealth Management's REGN Position: Q2 2026 in Review

Spire Wealth Management reduced its Regeneron Pharmaceuticals (REGN) stake by 49% in Q2 2026, selling an estimated $23.8K and leaving 36 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Spire Wealth Management first reported a position in REGN in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.22M in Q1 2023. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Spire Wealth Management held 36 shares of Regeneron Pharmaceuticals worth $22.4K as of Q2 2026.
  • Spire Wealth Management sold 35 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $23.8K.
  • Regeneron Pharmaceuticals made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1410 holding.
  • Spire Wealth Management first reported a position in Regeneron Pharmaceuticals in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Regeneron Pharmaceuticals position peaked at $7.22M in Q1 2023.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.