TrueWealth Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

TrueWealth 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
2026 Q3	$227K	Buy	+300	New	+$227K	0.05%	224
2026 Q2	–	Sell	-300	Closed	-$232K	–	244
2026 Q1	$232K	Hold	300	–	–	0.06%	218
2025 Q4	$232K	Buy	+300	New	+$204K	0.06%	217
2025 Q1	–	Sell	-300	Closed	-$214K	–	233
2024 Q4	$214K	Hold	300	–	–	0.07%	211
2024 Q3	$315K	Hold	300	–	–	0.11%	169
2024 Q2	$315K	Hold	300	–	–	0.12%	144
2024 Q1	$289K	Hold	300	–	–	0.11%	156
2023 Q4	$263K	Hold	300	–	–	0.1%	156
2023 Q3	$247K	Hold	300	–	–	0.1%	157
2023 Q2	$216K	Hold	300	–	–	0.09%	175
2023 Q1	$247K	Hold	300	–	–	0.1%	158
2022 Q4	$216K	Hold	300	–	–	0.09%	169
2022 Q3	$207K	Buy	+300	New	+$189K	0.1%	155

Other funds holding REGN

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

TrueWealth Advisors's REGN Position: Q3 2026 in Review

TrueWealth Advisors opened a new position in Regeneron Pharmaceuticals (REGN) in Q3 2026: 300 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #224 among its holdings. This is a return to the name: TrueWealth Advisors previously reported a position in REGN as recently as Q1 2026.

TrueWealth Advisors first reported a position in REGN in Q3 2022 and has held it in 13 quarters since. The position peaked at $315K in Q3 2024. 54 funds tracked by Wall St. Rank hold REGN as of Q3 2026.

TrueWealth Advisors held 300 shares of Regeneron Pharmaceuticals worth $227K as of Q3 2026.
Regeneron Pharmaceuticals was a new TrueWealth Advisors position in Q3 2026.
Regeneron Pharmaceuticals made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #224 holding.
TrueWealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2022 and has held it in 13 quarters since.
TrueWealth Advisors's Regeneron Pharmaceuticals position peaked at $315K in Q3 2024.
54 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.