Key Financial Inc’s Incyte INCY Stock Holding History

Key Financial Inc’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	-50	Closed	-$3.03K	–	1451
2025 Q1	$3.03K	Hold	50	–	–	﹤0.01%	1095
2024 Q4	$3.45K	Hold	50	–	–	﹤0.01%	1069
2024 Q3	$3.31K	Hold	50	–	–	﹤0.01%	1047
2024 Q2	$3.03K	Hold	50	–	–	﹤0.01%	1059
2024 Q1	$2.85K	Hold	50	–	–	﹤0.01%	1056
2023 Q4	$3.14K	Hold	50	–	–	﹤0.01%	1042
2023 Q3	$2.89K	Hold	50	–	–	﹤0.01%	1062
2023 Q2	$3.11K	Hold	50	–	–	﹤0.01%	1097
2023 Q1	$3.61K	Sell	50 -13,000	-100%	-$1.02M	﹤0.01%	867
2022 Q4	$870K	Hold	13,050	–	–	0.41%	47
2022 Q3	$870K	Buy	13,050 +50	+0.4%	+$3.69K	0.41%	47
2022 Q2	$1.01M	Hold	13,000	–	–	0.55%	33
2022 Q1	$1.03M	Sell	13,000 -52,533	-80%	-$3.82M	0.51%	33
2021 Q4	$4.81M	Hold	65,533	–	–	2.41%	6
2021 Q3	$4.51M	Hold	65,533	–	–	2.55%	6
2021 Q2	$5.07M	Hold	65,533	–	–	2.83%	6
2021 Q1	$5.33M	Hold	65,533	–	–	3.51%	5
2020 Q4	$5.7M	Buy	65,533 +13,000	+25%	+$1.12M	4.24%	3
2020 Q3	$4.71M	Hold	52,533	–	–	4.83%	3
2020 Q2	$5.38M	Hold	52,533	–	–	6.17%	3
2020 Q1	$3.79M	Hold	52,533	–	–	3.89%	4
2019 Q4	$4.59M	Buy	+52,533	New	+$4.49M	4.3%	3

Other funds holding INCY

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's INCY Position: Q2 2025 in Review

Key Financial Inc sold out of Incyte (INCY) in Q2 2025, closing a stake of 50 shares — an estimated $3.03K sold.

Key Financial Inc first reported a position in INCY in Q4 2019 and held it in 22 quarters. The position peaked at $5.7M in Q4 2020. 658 funds tracked by Wall St. Rank hold INCY as of Q2 2025.

Key Financial Inc reported no remaining Incyte position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 50 Incyte shares in Q2 2025, an estimated $3.03K.
Key Financial Inc first reported a position in Incyte in Q4 2019 and held it in 22 quarters.
Key Financial Inc's Incyte position peaked at $5.7M in Q4 2020.
658 funds tracked by Wall St. Rank held Incyte as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.