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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
Q2 		$1.23M Buy
10,863
+51
+0.5% +$5.06K ﹤0.01% 697
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

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

EP Wealth Advisors's INCY Position: Q2 2026 in Review

EP Wealth Advisors increased its Incyte (INCY) stake by 0.47% in Q2 2026, buying an estimated $5.06K and bringing the position to 10,863 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #697.

EP Wealth Advisors first reported a position in INCY in Q4 2021 and has held it in 17 quarters since. 859 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

  • EP Wealth Advisors held 10,863 shares of Incyte worth $1.23M as of Q2 2026.
  • EP Wealth Advisors bought 51 Incyte shares in Q2 2026, an estimated $5.06K.
  • Incyte made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #697 holding.
  • EP Wealth Advisors first reported a position in Incyte in Q4 2021 and has held it in 17 quarters since.
  • 859 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.