Position in INCY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,017,625
+$173,340 QoQ
Shares Held
10,812
+26.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INCY Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $13,173,188 across 19 Biotechnology names. INCY ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
8,637 | $3,856,765 | |
| 2 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
38,406 | $2,408,056 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,444 | $1,115,692 | |
| 4 | JAZZ |
Jazz Pharmaceuticals plc
|
5,522 | $1,043,934 | |
| 5 | INCY |
Incyte Corp
This page
|
10,812 | $1,017,625 | |
| 6 | EXEL |
Exelixis, Inc.
|
21,824 | $936,031 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
|
8,542 | $552,069 | |
| 8 | RPRX |
Royalty Pharma plc
|
9,665 | $463,630 |
All Filings in INCY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,017,625 | 10,812 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $844,285 | 8,548 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $432,435 | 6,350 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $395,452 | 6,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $391,419 | 5,667 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $372,010 | 5,628 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $240,115 | 3,961 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $206,744 | 3,629 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $221,334 | 3,525 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $204,043 | 3,532 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $218,000 | 90,264 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,025,511 | 14,190 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $281,280 | 3,502 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $273,492 | 3,600 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $281,941 | 3,550 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $260,570 | 3,550 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||