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Birchwood Financial Partners’s Incyte INCY Stock Holding History

Birchwood Financial Partners’s Portfolio INCY Stock Details INCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Hold
1,165
– – 0.11% 111
2026
Q1 		$110K Hold
1,165
– – 0.11% 107
2025
Q4 		$115K Buy
+1,165
New +$113K 0.11% 104

Other funds holding INCY

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Birchwood Financial Partners's INCY Position: Q2 2026 in Review

Birchwood Financial Partners held its Incyte (INCY) position steady in Q2 2026 at 1,165 shares worth $132K. The position accounts for 0.11% of the portfolio, ranked #111.

Birchwood Financial Partners first reported a position in INCY in Q4 2025 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

  • Birchwood Financial Partners held 1,165 shares of Incyte worth $132K as of Q2 2026.
  • Birchwood Financial Partners left its Incyte share count unchanged in Q2 2026.
  • Incyte made up 0.11% of Birchwood Financial Partners's portfolio in Q2 2026, its #111 holding.
  • Birchwood Financial Partners first reported a position in Incyte in Q4 2025 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.