Transform Wealth’s Regeneron Pharmaceuticals REGN Stock Holding History

Transform Wealth’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
2025 Q1	–	Sell	-291	Closed	-$207K	–	268
2024 Q4	$207K	Sell	291 -9,438	-97%	-$7.92M	0.01%	250
2024 Q3	$10.2M	Buy	9,729 +677	+7%	+$753K	0.68%	42
2024 Q2	$9.51M	Buy	9,052 +258	+3%	+$250K	0.71%	39
2024 Q1	$8.46M	Buy	8,794 +344	+4%	+$327K	0.8%	44
2023 Q4	$7.42M	Buy	8,450 +328	+4%	+$270K	0.72%	49
2023 Q3	$6.68M	Buy	8,122 +373	+5%	+$293K	0.71%	45
2023 Q2	$5.57M	Buy	+7,749	New	+$5.97M	0.5%	70

Other funds holding REGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Transform Wealth's REGN Position: Q1 2025 in Review

Transform Wealth sold out of Regeneron Pharmaceuticals (REGN) in Q1 2025, closing a stake of 291 shares — an estimated $207K sold.

Transform Wealth first reported a position in REGN in Q2 2023 and held it in 7 quarters. The position peaked at $10.2M in Q3 2024. 1,291 funds tracked by Wall St. Rank hold REGN as of Q1 2025.

Transform Wealth reported no remaining Regeneron Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 291 Regeneron Pharmaceuticals shares in Q1 2025, an estimated $207K.
Transform Wealth first reported a position in Regeneron Pharmaceuticals in Q2 2023 and held it in 7 quarters.
Transform Wealth's Regeneron Pharmaceuticals position peaked at $10.2M in Q3 2024.
1,291 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.