INCY — INCYTE CORP

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  ·  19 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported INCYTE CORP (INCY) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2024 Q4. The latest visible filing shows INCY at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIMES & Co WEALTH MANAGEMENT, LLC's position in INCYTE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INCY was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INCY stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held INCY — position size vs. price
% of Fund (quarterly)    INCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 136,399 -4,942 -3.5% 0.36% $12.8M 2026-04-21 $96.22
2025 Q4 REDUCED 141,341 -21,791 -13.4% 0.33% $14.0M 2026-02-03 $100.92
2025 Q3 REDUCED 163,132 -16,883 -9.4% 0.34% $13.8M 2025-10-27 $93.08
2025 Q2 REDUCED 180,015 -4,218 -2.3% 0.33% $12.3M 2025-07-22 $68.90
2025 Q1 ADDED 184,233 +403 +0.2% 0.34% $11.2M 2025-04-17 $58.21
2024 Q4 REDUCED 183,830 -93 -0.1% 0.37% $12.7M 2025-01-21 $73.47
2024 Q3 REDUCED 183,923 -8,372 -4.4% 0.33% $12.2M 2024-10-22 $65.59
2024 Q2 ADDED 192,295 +7,202 +3.9% 0.35% $11.7M 2024-07-22 $65.19
2024 Q1 ADDED 185,093 +88,338 +91.3% 0.32% $10.5M 2024-04-17 $52.72
2023 Q4 REDUCED 96,755 -92,723 -48.9% 0.20% $6.1M 2024-01-24 $60.84
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding INCY

As of 2026 Q1 — sorted by position size

SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 2.54% Haven Capital Group, Inc. 1.62% Element Squared LLC 1.27% J.M. Arbour, LLC 0.74% PATTON ALBERTSON MILLER GROUP, LLC 3Y 7Y 0.72% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 0.7% Monument Capital Management 3Y 7Y 0.67% Benchmark Financial, LLC 0.63% Kaufman Rossin Wealth, LLC 0.56% PATTON FUND MANAGEMENT, INC. 3Y 0.53%

FAQ About GRIMES & Co WEALTH MANAGEMENT, LLC and INCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRIMES & Co WEALTH MANAGEMENT, LLC reported owning INCY?

GRIMES & Co WEALTH MANAGEMENT, LLC reported INCY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INCY position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for INCY was 0.37% in 2024 Q4.

What is the latest reported INCY position on this page?

The most recent filing on this page is 2026 Q1, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 136,399 shares, equal to 0.36% of portfolio, with an estimated market value of $12.8M.

What does the chart on this INCY ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, LLC's quarterly INCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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