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Whipplewood Advisors’s Regeneron Pharmaceuticals REGN Stock Holding History

Whipplewood 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
-178
Closed -$138K – 957
2026
Q1 		$138K Buy
178
+3
+2% +$2.3K 0.07% 165
2025
Q4 		$135K Hold
175
– – 0.09% 142
2025
Q3 		$98.4K Sell
175
-4
-2% -$2.26K 0.06% 156
2025
Q2 		$94K Buy
179
+13
+8% +$7.26K 0.05% 239
2025
Q1 		$3.17K Buy
166
+161
+3,220% +$111K ﹤0.01% 792
2024
Q4 		$3.56K Buy
+5
New +$4.2K ﹤0.01% 765

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

Whipplewood Advisors's REGN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 178 shares — an estimated $138K sold.

Whipplewood Advisors first reported a position in REGN in Q4 2024 and held it in 6 quarters. The position peaked at $138K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

  • Whipplewood Advisors reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 178 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $138K.
  • Whipplewood Advisors first reported a position in Regeneron Pharmaceuticals in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Regeneron Pharmaceuticals position peaked at $138K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.