RFP
INCY icon

Root Financial Partners’s Incyte INCY Stock Holding History

Root Financial Partners’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 		$43.5K Buy
462
+72
+18% +$7.18K ﹤0.01% 935
2025
Q4 		$38.5K Buy
390
+62
+19% +$6K ﹤0.01% 829
2025
Q3 		$27.8K Buy
+328
New +$25.9K ﹤0.01% 933

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

Root Financial Partners's INCY Position: Q1 2026 in Review

Root Financial Partners increased its Incyte (INCY) stake by 18% in Q1 2026, buying an estimated $7.18K and bringing the position to 462 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Root Financial Partners first reported a position in INCY in Q3 2025 and has held it in 3 quarters since. 810 funds tracked by Wall St. Rank hold INCY as of Q1 2026.

  • Root Financial Partners held 462 shares of Incyte worth $43.5K as of Q1 2026.
  • Root Financial Partners bought 72 Incyte shares in Q1 2026, an estimated $7.18K.
  • Incyte made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #935 holding.
  • Root Financial Partners first reported a position in Incyte in Q3 2025 and has held it in 3 quarters since.
  • 810 funds tracked by Wall St. Rank held Incyte as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.