EP Wealth Advisors’s Incyte INCY Stock Holding History

EP Wealth Advisors’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 Q1	$1.02M	Buy	10,812 +2,264	+26%	+$226K	0.01%	638
2025 Q4	$844K	Buy	+8,548	New	+$827K	﹤0.01%	665
2025 Q2	$432K	Sell	6,350 -181	-3%	-$11.5K	﹤0.01%	842
2025 Q1	$395K	Buy	6,531 +864	+15%	+$60.3K	﹤0.01%	792
2024 Q4	$391K	Buy	5,667 +39	+0.7%	+$2.78K	﹤0.01%	768
2024 Q3	$372K	Buy	5,628 +1,667	+42%	+$106K	﹤0.01%	782
2024 Q2	$240K	Buy	3,961 +332	+9%	+$18.8K	﹤0.01%	712
2024 Q1	$207K	Buy	3,629 +104	+3%	+$6.24K	﹤0.01%	728
2023 Q4	$221K	Sell	3,525 -7	-0.2%	-$396	﹤0.01%	691
2023 Q3	$204K	Sell	3,532 -86,732	-96%	-$5.47M	﹤0.01%	666
2023 Q2	$218K	Buy	90,264 +76,074	+536%	+$5.08M	﹤0.01%	639
2023 Q1	$786K	Buy	14,190 +10,688	+305%	+$836K	0.01%	336
2022 Q4	$281K	Buy	+3,502	New	+$268K	0.01%	477
2022 Q3	–	Sell	-3,600	Closed	-$273K	–	468
2022 Q2	$273K	Buy	3,600 +50	+1%	+$3.8K	0.01%	500
2022 Q1	$282K	Hold	3,550	–	–	0.01%	499
2021 Q4	$261K	Buy	+3,550	New	+$239K	0.01%	483

Other funds holding INCY

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return