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Symphony Financial’s Regeneron Pharmaceuticals REGN Stock Holding History

Symphony Financial’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
-404
Closed -$312K – 387
2026
Q1 		$312K Buy
404
+96
+31% +$73.5K 0.04% 223
2025
Q4 		$238K Buy
+308
New +$209K 0.03% 259
2020
Q3 		– Sell
-650
Closed -$405K – 156
2020
Q2 		$405K Buy
650
+194
+43% +$110K 0.2% 92
2020
Q1 		$216K Buy
+456
New +$188K 0.15% 88

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's REGN Position: Q2 2026 in Review

Symphony Financial sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 404 shares — an estimated $312K sold.

Symphony Financial first reported a position in REGN in Q1 2020 and held it in 4 quarters. The position peaked at $405K in Q2 2020. 1,085 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Symphony Financial reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Symphony Financial sold 404 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $312K.
  • Symphony Financial first reported a position in Regeneron Pharmaceuticals in Q1 2020 and held it in 4 quarters.
  • Symphony Financial's Regeneron Pharmaceuticals position peaked at $405K in Q2 2020.
  • 1,085 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.