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INCY icon

Optimize Financial’s Incyte INCY Stock Holding History

Optimize Financial’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 		$522K Sell
4,604
-16
-0.3% -$1.59K 0.19% 130
2026
Q1 		$435K Sell
4,620
-349
-7% -$34.8K 0.21% 165
2025
Q4 		$491K Buy
4,969
+68
+1% +$6.58K 0.25% 138
2025
Q3 		$416K Buy
+4,901
New +$387K 0.22% 196
2025
Q1 		– Sell
-3,590
Closed -$248K – 253
2024
Q4 		$248K Buy
+3,590
New +$256K 0.19% 169

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 $3.37T AUM 44.26% 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

Optimize Financial's INCY Position: Q2 2026 in Review

Optimize Financial reduced its Incyte (INCY) stake by 0.35% in Q2 2026, selling an estimated $1.59K and leaving 4,604 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #130.

Optimize Financial first reported a position in INCY in Q4 2024 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

  • Optimize Financial held 4,604 shares of Incyte worth $522K as of Q2 2026.
  • Optimize Financial sold 16 Incyte shares in Q2 2026, an estimated $1.59K.
  • Incyte made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #130 holding.
  • Optimize Financial first reported a position in Incyte in Q4 2024 and has held it in 5 quarters since.
  • 859 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.