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Strategic Wealth Partners’s Repligen RGEN Stock Holding History

Strategic Wealth Partners’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7K Hold
142
– – ﹤0.01% 756
2025
Q4 		$23.3K Hold
142
– – ﹤0.01% 664
2025
Q3 		$19K Hold
142
– – ﹤0.01% 748
2025
Q2 		$17.7K Buy
+142
New +$18.1K ﹤0.01% 676
2021
Q2 		– Sell
-1,765
Closed -$343K – 255
2021
Q1 		$343K Buy
+1,765
New +$362K 0.14% 158

Other funds holding RGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Strategic Wealth Partners's RGEN Position: Q1 2026 in Review

Strategic Wealth Partners held its Repligen (RGEN) position steady in Q1 2026 at 142 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Strategic Wealth Partners first reported a position in RGEN in Q1 2021 and has held it in 5 quarters since. The position peaked at $343K in Q1 2021. 441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Strategic Wealth Partners held 142 shares of Repligen worth $16.7K as of Q1 2026.
  • Strategic Wealth Partners left its Repligen share count unchanged in Q1 2026.
  • Repligen made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #756 holding.
  • Strategic Wealth Partners first reported a position in Repligen in Q1 2021 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Repligen position peaked at $343K in Q1 2021.
  • 441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.