SAGE PRIVATE WEALTH GROUP, LLC INCY — INCYTE CORP

Ownership history in SAGE PRIVATE WEALTH GROUP, LLC  ·  6 quarters on record

AI Ownership Summary

SAGE PRIVATE WEALTH GROUP, LLC reported INCYTE CORP (INCY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2025 Q4. The latest visible filing shows INCY at 0.45% 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.

What this INCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAGE PRIVATE WEALTH GROUP, 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 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q4

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

Time in book
Holding Window
2024 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 SAGE PRIVATE WEALTH GROUP, LLC fund profile SAGE PRIVATE WEALTH GROUP, LLC full holdings
How SAGE PRIVATE WEALTH GROUP, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,532 -144 -1.5% 0.45% $897K 2026-05-01 $96.91
2025 Q4 ADDED — — — 9,676 +47 +0.5% 0.51% $956K 2026-01-28 $101.18
2025 Q3 REDUCED 6.7% +17.1% ❌ 9,629 -686 -6.7% 0.45% $817K 2025-10-27 $93.08
2025 Q2 ADDED — — — 10,315 +1,417 +15.9% 0.45% $702K 2025-07-29 $77.38
2025 Q1 ADDED — — — 8,898 +226 +2.6% 0.41% $539K 2025-05-02 $62.53
2024 Q4 INITIATED — — — 8,672 — — 0.45% $599K 2025-01-29 $73.72

🏢 Other funds also holding INCY

As of 2026 Q1 — sorted by position size

SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 2.54% SAWGRASS ASSET MANAGEMENT LLC 3Y 7Y 1.89% Haven Capital Group, Inc. 1.62% Element Squared LLC 1.27% Board of the Pension Protection Fund 0.93% 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%

FAQ About SAGE PRIVATE WEALTH GROUP, 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 SAGE PRIVATE WEALTH GROUP, LLC reported owning INCY?

SAGE PRIVATE WEALTH GROUP, LLC reported INCY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported INCY position in SAGE PRIVATE WEALTH GROUP, LLC's portfolio?

The largest reported portfolio weight for INCY was 0.51% in 2025 Q4.

What is the latest reported INCY position on this page?

The most recent filing on this page is 2026 Q1, when SAGE PRIVATE WEALTH GROUP, LLC reported 9,532 shares, equal to 0.45% of portfolio, with an estimated market value of $897K.

What does the chart on this INCY ownership page compare?

The chart compares SAGE PRIVATE WEALTH GROUP, 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.

How well did SAGE PRIVATE WEALTH GROUP, LLC time their INCY position?

Based on 13F filing dates vs. subsequent INCY price moves, SAGE PRIVATE WEALTH GROUP, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on INCY relative to SPY over the holding period was +6.5%.

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