GoalVest Advisory’s Incyte INCY Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-3	Closed	-$182	–	443
2025 Q1	$182	Buy	+3	New	+$209	﹤0.01%	462

Other funds holding INCY

BBA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GoalVest Advisory's INCY Position: Q2 2025 in Review

GoalVest Advisory sold out of Incyte (INCY) in Q2 2025, closing a stake of 3 shares — an estimated $182 sold.

GoalVest Advisory first reported a position in INCY in Q1 2025 and held it in 1 quarter. The position peaked at $182 in Q1 2025. 657 funds tracked by Wall St. Rank hold INCY as of Q2 2025.

GoalVest Advisory reported no remaining Incyte position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Incyte shares in Q2 2025, an estimated $182.
GoalVest Advisory first reported a position in Incyte in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Incyte position peaked at $182 in Q1 2025.
657 funds tracked by Wall St. Rank held Incyte as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.