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Marshall & Sterling Wealth Advisors’s Incyte INCY Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-254
Closed -$21.5K – 483
2025
Q3 		$21.5K Buy
+254
New +$20.1K 0.01% 263

Other funds holding INCY

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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

Marshall & Sterling Wealth Advisors's INCY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Incyte (INCY) in Q4 2025, closing a stake of 254 shares — an estimated $21.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in INCY in Q3 2025 and held it in 1 quarter. The position peaked at $21.5K in Q3 2025. 822 funds tracked by Wall St. Rank hold INCY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Incyte position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 254 Incyte shares in Q4 2025, an estimated $21.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in Incyte in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Incyte position peaked at $21.5K in Q3 2025.
  • 822 funds tracked by Wall St. Rank held Incyte as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.