Significant Wealth Partners LLC INCY — INCYTE CORP

Ownership history in Significant Wealth Partners LLC  ·  8 quarters on record

AI Ownership Summary

Significant Wealth Partners LLC reported INCYTE CORP (INCY) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.55% in 2026 Q2. The latest visible filing shows INCY at 0.55% 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 Significant Wealth Partners 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 Q2

INCY was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 Significant Wealth Partners LLC fund profile Significant Wealth Partners LLC full holdings
How Significant Wealth Partners 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,481 +71 +1.6% 0.55% $508K 2026-07-14 $114.88
2026 Q1 REDUCED — — — 4,410 -35 -0.8% 0.51% $415K 2026-04-08 $95.89
2025 Q4 REDUCED 54.1% -4.7% ✅ 4,445 -5,231 -54.1% 0.49% $439K 2026-01-07 $110.57
2025 Q3 ADDED — — — 9,676 +728 +8.1% 0.40% $821K 2025-11-04 $102.92
2025 Q2 ADDED — — — 8,948 +857 +10.6% 0.30% $609K 2025-07-15 $68.25
2025 Q1 ADDED — — — 8,091 +1,014 +14.3% 0.25% $490K 2025-04-30 $62.66
2024 Q4 ADDED — — — 7,077 +3,897 +122.5% 0.25% $489K 2025-02-11 $66.33
2024 Q3 INITIATED — — — 3,180 — — 0.11% $210K 2024-11-12 $80.58

🏢 Other funds also holding INCY

As of 2026 Q2 — sorted by position size

Haven Capital Group, Inc. 1.68% Insight Wealth Strategies, LLC 3Y 7Y 0.69% Kaufman Rossin Wealth, LLC 0.58% Linden Thomas Advisory Services, LLC 3Y 0.43% DECISION INVESTMENTS, INC 0.38% GK Wealth Management LLC 0.37% Westwind Capital 3Y 7Y 0.33% PSP Research LLC 0.32% Unique Wealth Strategies, LLC 0.29% CWA Asset Management Group, LLC 3Y 7Y 0.29%

FAQ About Significant Wealth Partners 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 Significant Wealth Partners LLC reported owning INCY?

Significant Wealth Partners LLC reported INCY across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported INCY position in Significant Wealth Partners LLC's portfolio?

The largest reported portfolio weight for INCY was 0.55% in 2026 Q2.

What is the latest reported INCY position on this page?

The most recent filing on this page is 2026 Q2, when Significant Wealth Partners LLC reported 4,481 shares, equal to 0.55% of portfolio, with an estimated market value of $508K.

What does the chart on this INCY ownership page compare?

The chart compares Significant Wealth Partners 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 Significant Wealth Partners LLC time their INCY position?

Based on 13F filing dates vs. subsequent INCY price moves, Significant Wealth Partners LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on INCY relative to SPY over the holding period was +6.4%.

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