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Institute for Wealth Management’s Incyte INCY Stock Holding History

Institute for Wealth Management’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 		$35.6K Buy
+314
New +$31.1K ﹤0.01% 972
2018
Q1 		– Sell
-5,032
Closed -$475K – 324
2017
Q4 		$475K Buy
+5,032
New +$526K 0.11% 233
2017
Q3 		– Sell
-4,794
Closed -$605K – 316
2017
Q2 		$605K Buy
+4,794
New +$610K 0.17% 192

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's INCY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Incyte (INCY) in Q2 2026: 314 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in INCY as recently as Q4 2017.

Institute for Wealth Management first reported a position in INCY in Q2 2017 and has held it in 3 quarters since. The position peaked at $605K in Q2 2017. 861 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

  • Institute for Wealth Management held 314 shares of Incyte worth $35.6K as of Q2 2026.
  • Incyte was a new Institute for Wealth Management position in Q2 2026.
  • Incyte made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #972 holding.
  • Institute for Wealth Management first reported a position in Incyte in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Incyte position peaked at $605K in Q2 2017.
  • 861 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.