Gradient Capital Advisors, LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1727917
SAN DIEGO, CA
Position in REGN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$239,439
-$57,254 QoQ
Shares Held
384
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#997
of 1,322 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Gradient Capital Advisors, LLC holds $281,389 across 2 Biotechnology names. REGN ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
384 | $239,439 | |
| 2 | HYFT |
MindWalk Holdings Corp.
|
26,551 | $41,950 |
All Filings in REGN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,439 | 384 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $296,693 | 384 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $296,398 | 384 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $216,473 | 385 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $201,600 | 384 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $243,544 | 384 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $273,534 | 384 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $403,676 | 384 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $403,595 | 384 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $369,596 | 384 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $337,263 | 384 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $316,016 | 384 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $275,919 | 384 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $315,521 | 384 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $277,052 | 384 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $264,526 | 384 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||