True Wealth Design’s Regeneron Pharmaceuticals REGN Stock Holding History

True Wealth Design’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	$131K	Sell	210 -9	-4%	-$6.13K	0.03%	191
2026 Q1	$169K	Buy	219 +56	+34%	+$42.9K	0.05%	117
2025 Q4	$126K	Buy	163 +38	+30%	+$25.8K	0.04%	142
2025 Q3	$70.3K	Buy	125 +118	+1,686%	+$66.7K	0.02%	235
2025 Q2	$3.67K	Sell	7 -5	-42%	-$2.79K	﹤0.01%	933
2025 Q1	$7.61K	Buy	12 +10	+500%	+$6.88K	﹤0.01%	550
2024 Q4	$1.43K	Sell	2 -1	-33%	-$839	﹤0.01%	823
2024 Q3	$3.15K	Hold	3	–	–	﹤0.01%	676
2024 Q2	$3.15K	Buy	3 +1	+50%	+$969	﹤0.01%	310
2024 Q1	$1.93K	Buy	2 +1	+100%	+$951	﹤0.01%	353
2023 Q4	$879	Sell	1 -1	-50%	-$823	﹤0.01%	377
2023 Q3	$1.65K	Hold	2	–	–	﹤0.01%	282
2023 Q2	$1.44K	Hold	2	–	–	﹤0.01%	291
2023 Q1	$1.64K	Sell	2 -1,127	-100%	-$850K	﹤0.01%	347
2022 Q4	$815K	Buy	+1,129	New	+$833K	0.38%	45

Other funds holding REGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

True Wealth Design's REGN Position: Q2 2026 in Review

True Wealth Design reduced its Regeneron Pharmaceuticals (REGN) stake by 4.1% in Q2 2026, selling an estimated $6.13K and leaving 210 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #191.

True Wealth Design first reported a position in REGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $815K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

True Wealth Design held 210 shares of Regeneron Pharmaceuticals worth $131K as of Q2 2026.
True Wealth Design sold 9 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $6.13K.
Regeneron Pharmaceuticals made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #191 holding.
True Wealth Design first reported a position in Regeneron Pharmaceuticals in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Regeneron Pharmaceuticals position peaked at $815K in Q4 2022.
1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.