Creative Planning’s Illumina ILMN Stock Holding History

Creative 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
2021 Q4	–	Sell	-308	Closed	-$8K	–	2152
2021 Q3	$8K	Buy	+308	New	+$142K	﹤0.01%	2082
2021 Q2	–	Sell	-206	Closed	-$22K	–	2315
2021 Q1	$22K	Hold	206	–	–	﹤0.01%	2428
2020 Q4	$19K	Buy	+206	New	+$65.7K	﹤0.01%	2190
2017 Q1	–	Sell	-103	Closed	-$1K	–	4772
2016 Q4	$1K	Buy	+103	New	+$13.9K	﹤0.01%	4442
2016 Q1	–	Sell	-514	Closed	-$53K	–	4415
2015 Q4	$53K	Buy	+514	New	+$83K	﹤0.01%	2073
2015 Q1	–	Sell	-10,280	Closed	-$83K	–	4303
2014 Q4	$83K	Buy	10,280 +7,710	+300%	+$1.36M	﹤0.01%	1645
2014 Q3	$26K	Buy	+2,570	New	+$430K	﹤0.01%	2362

Other funds holding ILMN

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Creative Planning's ILMN Position: Q1 2026 in Review

Creative Planning reduced its Illumina (ILMN) stake by 0.89% in Q1 2026, selling an estimated $82.3K and leaving 69,584 shares worth $8.58M. The position accounts for 0.01% of the portfolio, ranked #797.

Creative Planning first reported a position in ILMN in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.21M in Q4 2025. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

Creative Planning held 69,584 shares of Illumina worth $8.58M as of Q1 2026.
Creative Planning sold 627 Illumina shares in Q1 2026, an estimated $82.3K.
Illumina made up 0.01% of Creative Planning's portfolio in Q1 2026, its #797 holding.
Creative Planning first reported a position in Illumina in Q2 2013 and has held it in 51 quarters since.
Creative Planning's Illumina position peaked at $9.21M in Q4 2025.
844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.