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Lee-Kelleher Wealth Management’s Incyte INCY Stock Holding History

Lee-Kelleher 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
Q1 		– Sell
-2,324
Closed -$230K – 43
2025
Q4 		$230K Buy
+2,324
New +$225K 0.14% 37

Other funds holding INCY

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Lee-Kelleher Wealth Management's INCY Position: Q1 2026 in Review

Lee-Kelleher Wealth Management sold out of Incyte (INCY) in Q1 2026, closing a stake of 2,324 shares — an estimated $230K sold.

Lee-Kelleher Wealth Management first reported a position in INCY in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 810 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

  • Lee-Kelleher Wealth Management reported no remaining Incyte position as of Q1 2026 after selling out during the quarter.
  • Lee-Kelleher Wealth Management sold 2,324 Incyte shares in Q1 2026, an estimated $230K.
  • Lee-Kelleher Wealth Management first reported a position in Incyte in Q4 2025 and held it in 1 quarter.
  • Lee-Kelleher Wealth Management's Incyte position peaked at $230K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.