Trifecta Capital Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Trifecta Capital Advisors’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 Q2	–	Sell	-2	Closed	-$1.27K	–	499
2025 Q1	$1.27K	Sell	2 -122	-98%	-$83.9K	﹤0.01%	353
2024 Q4	$88.3K	Sell	124 -3,570	-97%	-$3M	0.02%	111
2024 Q3	$3.88M	Buy	3,694 +111	+3%	+$124K	0.81%	40
2024 Q2	$3.77M	Buy	3,583 +285	+9%	+$276K	0.83%	36
2024 Q1	$3.17M	Buy	3,298 +765	+30%	+$727K	0.77%	39
2023 Q4	$2.22M	Buy	2,533 +2,465	+3,625%	+$2.03M	0.62%	46
2023 Q3	$56K	Sell	68 -10	-13%	-$7.86K	0.02%	133
2023 Q2	$56K	Buy	78 +5	+7%	+$3.85K	0.02%	136
2023 Q1	$60K	Buy	73 +15	+26%	+$11.3K	0.02%	132
2022 Q4	$41.8K	Buy	+58	New	+$42.8K	0.02%	133

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Trifecta Capital Advisors's REGN Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2025, closing a stake of 2 shares — an estimated $1.27K sold.

Trifecta Capital Advisors first reported a position in REGN in Q4 2022 and held it in 10 quarters. The position peaked at $3.88M in Q3 2024. 1,202 funds tracked by Wall St. Rank hold REGN as of Q2 2025.

Trifecta Capital Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 2 Regeneron Pharmaceuticals shares in Q2 2025, an estimated $1.27K.
Trifecta Capital Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2022 and held it in 10 quarters.
Trifecta Capital Advisors's Regeneron Pharmaceuticals position peaked at $3.88M in Q3 2024.
1,202 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.