Briaud Financial Planning’s Illumina ILMN Stock Holding History

Briaud Financial Planning’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
2025 Q3	–	Sell	-60	Closed	-$5K	–	181
2025 Q2	$5K	Buy	+60	New	+$4.87K	﹤0.01%	281

Other funds holding ILMN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Briaud Financial Planning's ILMN Position: Q3 2025 in Review

Briaud Financial Planning sold out of Illumina (ILMN) in Q3 2025, closing a stake of 60 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in ILMN in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 775 funds tracked by Wall St. Rank hold ILMN as of Q3 2025.

Briaud Financial Planning reported no remaining Illumina position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 60 Illumina shares in Q3 2025, an estimated $5K.
Briaud Financial Planning first reported a position in Illumina in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's Illumina position peaked at $5K in Q2 2025.
775 funds tracked by Wall St. Rank held Illumina as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.