True Wealth Design’s Incyte INCY Stock Holding History

True Wealth Design’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	$173K	Buy	1,833 +30	+2%	+$2.99K	0.05%	113
2025 Q4	$178K	Buy	1,803 +6	+0.3%	+$581	0.05%	92
2025 Q3	$152K	Buy	1,797 +709	+65%	+$56K	0.05%	100
2025 Q2	$74.1K	Sell	1,088 -1,186	-52%	-$75.1K	0.03%	150
2025 Q1	$138K	Buy	2,274 +509	+29%	+$35.5K	0.05%	58
2024 Q4	$122K	Buy	1,765 +1,755	+17,550%	+$125K	0.05%	53
2024 Q3	$661	Buy	10 +5	+100%	+$319	﹤0.01%	1049
2024 Q2	$304	Hold	5	–	–	﹤0.01%	713
2024 Q1	$285	Buy	5 +2	+67%	+$120	﹤0.01%	716
2023 Q4	$189	Hold	3	–	–	﹤0.01%	687
2023 Q3	$174	Hold	3	–	–	﹤0.01%	663
2023 Q2	$187	Sell	3 -2	-40%	-$134	﹤0.01%	662
2023 Q1	$362	Buy	5 +2	+67%	+$156	﹤0.01%	600
2022 Q4	$241	Buy	+3	New	+$230	﹤0.01%	630

Other funds holding INCY

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return