Willner & Heller’s Regeneron Pharmaceuticals REGN Stock Holding History

Willner & Heller’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	-311	Closed	-$240K	–	171
2026 Q1	$240K	Sell	311 -68	-18%	-$52.1K	0.18%	146
2025 Q4	$293K	Hold	379	–	–	0.21%	135
2025 Q3	$213K	Sell	379 -90	-19%	-$50.9K	0.16%	151
2025 Q2	$246K	Buy	469 +74	+19%	+$41.3K	0.21%	135
2025 Q1	$250K	Sell	395 -4	-1%	-$2.75K	0.23%	129
2024 Q4	$284K	Buy	399 +15	+4%	+$12.6K	0.25%	122
2024 Q3	$404K	Hold	384	–	–	0.36%	96
2024 Q2	$404K	Hold	384	–	–	0.39%	87
2024 Q1	$370K	Buy	384 +5	+1%	+$4.75K	0.37%	94
2023 Q4	$333K	Buy	+379	New	+$312K	0.37%	94
2022 Q4	$273K	Sell	379 -7	-2%	-$5.17K	0.39%	98
2022 Q3	$266K	Hold	386	–	–	0.43%	90
2022 Q2	$228K	Hold	386	–	–	0.35%	110
2022 Q1	$244K	Hold	386	–	–	0.3%	120
2021 Q4	$234K	Buy	+386	New	+$237K	0.31%	122

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

Willner & Heller's REGN Position: Q2 2026 in Review

Willner & Heller sold out of Regeneron Pharmaceuticals (REGN) in Q2 2026, closing a stake of 311 shares — an estimated $240K sold.

Willner & Heller first reported a position in REGN in Q4 2021 and held it in 15 quarters. The position peaked at $404K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold REGN as of Q2 2026.

Willner & Heller reported no remaining Regeneron Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Willner & Heller sold 311 Regeneron Pharmaceuticals shares in Q2 2026, an estimated $240K.
Willner & Heller first reported a position in Regeneron Pharmaceuticals in Q4 2021 and held it in 15 quarters.
Willner & Heller's Regeneron Pharmaceuticals position peaked at $404K in Q3 2024.
1,332 funds tracked by Wall St. Rank held Regeneron Pharmaceuticals as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.