Jones Financial Companies
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Jones Financial Companies’s Incyte INCY Stock Holding History

Jones Financial Companies’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 		$837K Buy
9,272
+3,539
+62% +$353K ﹤0.01% 1795
2025
Q4 		$566K Buy
5,733
+1,419
+33% +$137K ﹤0.01% 1465
2025
Q3 		$357K Buy
4,314
+2,330
+117% +$184K ﹤0.01% 1545
2025
Q2 		$136K Sell
1,984
-1,376
-41% -$87.2K ﹤0.01% 1807
2025
Q1 		$204K Sell
3,360
-936
-22% -$65.3K ﹤0.01% 1486
2024
Q4 		$297K Buy
4,296
+104
+2% +$7.41K ﹤0.01% 1186
2024
Q3 		$276K Buy
4,192
+1,536
+58% +$97.9K ﹤0.01% 1030
2024
Q2 		$161K Buy
2,656
+2,396
+922% +$136K ﹤0.01% 901
2024
Q1 		$14.8K Buy
+260
New +$15.6K ﹤0.01% 977
2013
Q4 		– Sell
-163
Closed -$6K – 389
2013
Q3 		$6K Buy
+163
New +$4.81K ﹤0.01% 566

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return