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
Q2 		– Sell
-462
Closed -$43.5K – 1754
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 $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

Root Financial Partners's INCY Position: Q2 2026 in Review

Root Financial Partners sold out of Incyte (INCY) in Q2 2026, closing a stake of 462 shares — an estimated $43.5K sold.

Root Financial Partners first reported a position in INCY in Q3 2025 and held it in 3 quarters. The position peaked at $43.5K in Q1 2026. 859 funds tracked by Wall St. Rank hold INCY as of Q2 2026.

  • Root Financial Partners reported no remaining Incyte position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 462 Incyte shares in Q2 2026, an estimated $43.5K.
  • Root Financial Partners first reported a position in Incyte in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Incyte position peaked at $43.5K in Q1 2026.
  • 859 funds tracked by Wall St. Rank held Incyte as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.