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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return