Position in REGN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,115,692
-$147,087 QoQ
Shares Held
1,444
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $13,173,188 across 19 Biotechnology names. REGN ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
8,637 | $3,856,765 | |
| 2 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
38,406 | $2,408,056 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
1,444 | $1,115,692 | |
| 4 | JAZZ |
Jazz Pharmaceuticals plc
|
5,522 | $1,043,934 | |
| 5 | INCY |
Incyte Corp
|
10,812 | $1,017,625 | |
| 6 | EXEL |
Exelixis, Inc.
|
21,824 | $936,031 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
|
8,542 | $552,069 | |
| 8 | RPRX |
Royalty Pharma plc
|
9,665 | $463,630 |
All Filings in REGN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,692 | 1,444 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,262,779 | 1,636 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,177,050 | 2,242 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $655,159 | 1,033 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $887,563 | 1,246 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,542,169 | 1,467 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,322,195 | 1,258 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,227,174 | 1,275 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,020,572 | 1,162 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $860,816 | 1,046 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $715,610 | 569,130 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $434,084 | 4,550,000 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $880,217 | 1,220 | Shares | Sole | 2023-06-12 | |
| 2022-03-31 | $213,716 | 306 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||