Center for Financial Planning’s Illumina ILMN Stock Holding History

Center for 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
2026 Q2	$9.67K	Sell	55 -533	-91%	-$78K	﹤0.01%	500
2026 Q1	$72.5K	Hold	588	–	–	0.01%	266
2025 Q4	$77.1K	Hold	588	–	–	0.01%	259
2025 Q3	$55.8K	Hold	588	–	–	0.01%	290
2025 Q2	$56.1K	Buy	588 +175	+42%	+$14.2K	0.01%	284
2025 Q1	$32.8K	Buy	+413	New	+$44.7K	﹤0.01%	334
2024 Q3	–	Sell	-3	Closed	-$314	–	595
2024 Q2	$314	Hold	3	–	–	﹤0.01%	561
2024 Q1	$412	Buy	+3	New	+$402	﹤0.01%	585
2021 Q2	–	Sell	-29	Closed	-$11K	–	517
2021 Q1	$11K	Hold	29	–	–	﹤0.01%	373
2020 Q4	$10K	Hold	29	–	–	﹤0.01%	340
2020 Q3	$9K	Hold	29	–	–	﹤0.01%	315
2020 Q2	$10K	Hold	29	–	–	﹤0.01%	308
2020 Q1	$8K	Hold	29	–	–	﹤0.01%	363
2019 Q4	$9K	Buy	+29	New	+$8.79K	﹤0.01%	319

Other funds holding ILMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Center for Financial Planning's ILMN Position: Q2 2026 in Review

Center for Financial Planning reduced its Illumina (ILMN) stake by 91% in Q2 2026, selling an estimated $78K and leaving 55 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Center for Financial Planning first reported a position in ILMN in Q4 2019 and has held it in 14 quarters since. The position peaked at $77.1K in Q4 2025. 211 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Center for Financial Planning held 55 shares of Illumina worth $9.67K as of Q2 2026.
Center for Financial Planning sold 533 Illumina shares in Q2 2026, an estimated $78K.
Illumina made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #500 holding.
Center for Financial Planning first reported a position in Illumina in Q4 2019 and has held it in 14 quarters since.
Center for Financial Planning's Illumina position peaked at $77.1K in Q4 2025.
211 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.