Circle Wealth Management
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Circle Wealth Management’s Illumina ILMN Stock Holding History

Circle Wealth Management’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 		$839K Buy
+3,066
New +$644K 0.01% 164

Other funds holding ILMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Circle Wealth Management's ILMN Position: Q3 2026 in Review

Circle Wealth Management opened a new position in Illumina (ILMN) in Q3 2026: 3,066 shares worth $839K. The stake represents 0.01% of the portfolio and ranks #164 among its holdings.

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

  • Circle Wealth Management held 3,066 shares of Illumina worth $839K as of Q3 2026.
  • Illumina was a new Circle Wealth Management position in Q3 2026.
  • Illumina made up 0.01% of Circle Wealth Management's portfolio in Q3 2026, its #164 holding.
  • 894 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Circle Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.