Valeo Financial Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $804K | Sell |
1,289
-7
| -0.5% | -$4.76K | 0.02% | 338 |
|
|
2026
Q1 | $1M | Sell |
1,296
-317
| -20% | -$243K | 0.02% | 272 |
|
|
2025
Q4 | $1.24M | Sell |
1,613
-253
| -14% | -$172K | 0.03% | 259 |
|
|
2025
Q3 | $1.05M | Buy |
1,866
+69
| +4% | +$39K | 0.02% | 291 |
|
|
2025
Q2 | $944K | Buy |
1,797
+609
| +51% | +$340K | 0.02% | 315 |
|
|
2025
Q1 | $753K | Sell |
1,188
-63
| -5% | -$43.3K | 0.02% | 319 |
|
|
2024
Q4 | $891K | Sell |
1,251
-296
| -19% | -$248K | 0.02% | 289 |
|
|
2024
Q3 | $1.63M | Buy |
1,547
+442
| +40% | +$492K | 0.05% | 184 |
|
|
2024
Q2 | $1.16M | Buy |
1,105
+210
| +23% | +$204K | 0.04% | 214 |
|
|
2024
Q1 | $811K | Buy |
895
+255
| +40% | +$242K | 0.03% | 269 |
|
|
2023
Q4 | $562K | Buy |
640
+21
| +3% | +$17.3K | 0.02% | 327 |
|
|
2023
Q3 | $509K | Buy |
619
+103
| +20% | +$80.9K | 0.02% | 328 |
|
|
2023
Q2 | $371K | Sell |
516
-98
| -16% | -$75.6K | 0.02% | 380 |
|
|
2023
Q1 | $505K | Buy |
614
+158
| +35% | +$119K | 0.02% | 338 |
|
|
2022
Q4 | $329K | Buy |
+456
| New | +$336K | 0.02% | 367 |
|
|
2022
Q1 | – | Sell |
-389
| Closed | -$246K | – | 679 |
|
|
2021
Q4 | $246K | Buy |
389
+6
| +2% | +$3.69K | 0.01% | 466 |
|
|
2021
Q3 | $232K | Buy |
383
+19
| +5% | +$11.8K | 0.01% | 461 |
|
|
2021
Q2 | $203K | Buy |
364
+4
| +1% | +$2.03K | 0.01% | 442 |
|
|
2021
Q1 | $170K | Sell |
360
-160
| -31% | -$77.9K | 0.01% | 483 |
|
|
2020
Q4 | $251K | Buy |
520
+1
| +0.2% | +$540 | 0.01% | 373 |
|
|
2020
Q3 | $291K | Buy |
519
+72
| +16% | +$43.7K | 0.03% | 261 |
|
|
2020
Q2 | $279K | Buy |
447
+22
| +5% | +$12.5K | 0.03% | 266 |
|
|
2020
Q1 | $218K | Buy |
425
+15
| +4% | +$6.19K | 0.02% | 285 |
|
|
2019
Q4 | $154K | Buy |
410
+350
| +583% | +$118K | 0.01% | 368 |
|
|
2019
Q3 | $17K | Sell |
60
-350
| -85% | -$104K | ﹤0.01% | 895 |
|
|
2019
Q2 | $128K | Buy |
410
+350
| +583% | +$117K | 0.01% | 377 |
|
|
2019
Q1 | $25K | Sell |
60
-50
| -45% | -$20.6K | ﹤0.01% | 717 |
|
|
2018
Q4 | $41K | Sell |
110
-343
| -76% | -$126K | 0.01% | 549 |
|
|
2018
Q3 | $154K | Sell |
453
-100
| -18% | -$38.1K | 0.02% | 319 |
|
|
2018
Q2 | $203K | Buy |
553
+500
| +943% | +$156K | 0.03% | 277 |
|
|
2018
Q1 | $18K | Hold |
53
| – | – | ﹤0.01% | 745 |
|
|
2017
Q4 | $20K | Buy |
53
+18
| +51% | +$7.29K | ﹤0.01% | 667 |
|
|
2017
Q3 | $16K | Buy |
+35
| New | +$16.7K | ﹤0.01% | 602 |
|
Other funds holding REGN
Valeo Financial Advisors's REGN Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Regeneron Pharmaceuticals (REGN) stake by 0.54% in Q2 2026, selling an estimated $4.76K and leaving 1,289 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #338.
Valeo Financial Advisors first reported a position in REGN in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.63M in Q3 2024. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.
- Valeo Financial Advisors held 1,289 shares of Regeneron Pharmaceuticals worth $804K as of Q2 2026.
- Valeo Financial Advisors sold 7 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $4.76K.
- Regeneron Pharmaceuticals made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #338 holding.
- Valeo Financial Advisors first reported a position in Regeneron Pharmaceuticals in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's Regeneron Pharmaceuticals position peaked at $1.63M in Q3 2024.
- 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.