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United Financial Planning Group’s Regeneron Pharmaceuticals REGN Stock Holding History

United Financial Planning Group’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 		$4.37K Sell
7
-7
-50% -$4.76K ﹤0.01% 397
2026
Q1 		$10.8K Buy
14
+7
+100% +$5.36K 0.01% 200
2025
Q4 		$5.4K Buy
+7
New +$4.75K ﹤0.01% 266

Other funds holding REGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

United Financial Planning Group's REGN Position: Q2 2026 in Review

United Financial Planning Group reduced its Regeneron Pharmaceuticals (REGN) stake by 50% in Q2 2026, selling an estimated $4.76K and leaving 7 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

United Financial Planning Group first reported a position in REGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • United Financial Planning Group held 7 shares of Regeneron Pharmaceuticals worth $4.37K as of Q2 2026.
  • United Financial Planning Group sold 7 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $4.76K.
  • Regeneron Pharmaceuticals made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #397 holding.
  • United Financial Planning Group first reported a position in Regeneron Pharmaceuticals in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Regeneron Pharmaceuticals position peaked at $10.8K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.