Root Financial Partners
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
Q3 		$103K Buy
+851
New +$104K ﹤0.01% 725
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's INCY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Incyte (INCY) in Q3 2026: 851 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INCY as recently as Q1 2026.

Root Financial Partners first reported a position in INCY in Q3 2025 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold INCY as of Q3 2026.

  • Root Financial Partners held 851 shares of Incyte worth $103K as of Q3 2026.
  • Incyte was a new Root Financial Partners position in Q3 2026.
  • Incyte made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #725 holding.
  • Root Financial Partners first reported a position in Incyte in Q3 2025 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held Incyte as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.