WWM
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Whalen Wealth Management’s Regeneron Pharmaceuticals REGN Stock Holding History

Whalen Wealth Management’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
Q1 		– Sell
-612
Closed -$472K – 218
2025
Q4 		$472K Sell
612
-141
-19% -$95.8K 0.25% 109
2025
Q3 		$423K Buy
+753
New +$426K 0.25% 99

Other funds holding REGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Whalen Wealth Management's REGN Position: Q1 2026 in Review

Whalen Wealth Management sold out of Regeneron Pharmaceuticals (REGN) in Q1 2026, closing a stake of 612 shares — an estimated $472K sold.

Whalen Wealth Management first reported a position in REGN in Q3 2025 and held it in 2 quarters. The position peaked at $472K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold REGN as of Q1 2026.

  • Whalen Wealth Management reported no remaining Regeneron Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 612 Regeneron Pharmaceuticals shares in Q1 2026, an estimated $472K.
  • Whalen Wealth Management first reported a position in Regeneron Pharmaceuticals in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Regeneron Pharmaceuticals position peaked at $472K in Q4 2025.
  • 1,392 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.