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Congress Wealth Management’s Illumina ILMN Stock Holding History

Congress 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
2025
Q2 		$275K Buy
+2,886
New +$234K ﹤0.01% 1088
2022
Q2 		– Sell
-1,958
Closed -$666K – 586
2022
Q1 		$666K Buy
1,958
+32
+2% +$10.8K 0.01% 405
2021
Q4 		$713K Buy
+1,926
New +$730K 0.01% 414

Other funds holding ILMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

Congress Wealth Management's ILMN Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Illumina (ILMN) in Q2 2025: 2,886 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in ILMN as recently as Q1 2022.

Congress Wealth Management first reported a position in ILMN in Q4 2021 and has held it in 3 quarters since. The position peaked at $713K in Q4 2021. 739 funds tracked by Wall St. Rank hold ILMN as of Q2 2025.

  • Congress Wealth Management held 2,886 shares of Illumina worth $275K as of Q2 2025.
  • Illumina was a new Congress Wealth Management position in Q2 2025.
  • Illumina made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1088 holding.
  • Congress Wealth Management first reported a position in Illumina in Q4 2021 and has held it in 3 quarters since.
  • Congress Wealth Management's Illumina position peaked at $713K in Q4 2021.
  • 739 funds tracked by Wall St. Rank held Illumina as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.