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

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

TrueWealth Advisors's REGN Position: Q2 2026 in Review

TrueWealth Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 300 shares — an estimated $232K sold.

TrueWealth Advisors first reported a position in REGN in Q3 2022 and held it in 12 quarters. The position peaked at $315K in Q3 2024. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

TrueWealth Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
TrueWealth Advisors sold 300 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $232K.
TrueWealth Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2022 and held it in 12 quarters.
TrueWealth Advisors's Regeneron Pharmaceuticals position peaked at $315K in Q3 2024.
1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.