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Superior Planning, LLC’s Illumina ILMN Stock Holding History

Superior Planning, LLC’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.6K Buy
+46
New +$9.7K 0.01% 847

Other funds holding ILMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's ILMN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Illumina (ILMN) in Q3 2026: 46 shares worth $12.6K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings.

799 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Superior Planning, LLC held 46 shares of Illumina worth $12.6K as of Q3 2026.
  • Illumina was a new Superior Planning, LLC position in Q3 2026.
  • Illumina made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #847 holding.
  • 799 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.