Integrated Wealth Concepts LLC
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1737109
WALTHAM, MA
Position in REGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,245,860
+$1,720,645 QoQ
Shares Held
4,201
+112.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $33,789,797 across 56 Biotechnology names. REGN ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMRN |
Biomarin Pharmaceutical Inc
|
85,447 | $4,826,901 | |
| 2 | INVA |
Innoviva, Inc.
|
165,214 | $3,849,486 | |
| 3 | EXEL |
Exelixis, Inc.
|
78,901 | $3,384,063 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
4,201 | $3,245,860 | |
| 5 | INCY |
Incyte Corp
|
23,056 | $2,170,030 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
4,668 | $2,084,448 | |
| 7 | DNLI |
Denali Therapeutics Inc.
|
99,554 | $1,911,436 | |
| 8 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
5,374 | $1,778,095 |
All Filings in REGN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,245,860 | 4,201 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,525,215 | 1,976 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $804,608 | 1,431 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $476,940 | 752 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $828,439 | 1,163 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $786,327 | 748 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $561,250 | 534 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $485,094 | 504 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $353,072 | 402 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $376,092 | 457 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $354,240 | 493 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $400,974 | 488 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $249,635 | 346 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $359,590 | 522 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $614,775 | 1,040 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $382,734 | 548 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $356,177 | 564 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $329,823 | 545 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $238,496 | 427 | Shares | Other | 2021-08-13 | |
| 2020-12-31 | $263,778 | 546 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $269,254 | 481 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $282,513 | 453 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||