Creative Planning
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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
2019
Q1 		– Sell
-206
Closed -$1K – 2039
2018
Q4 		$1K Buy
+206
New +$63.8K ﹤0.01% 1927
2014
Q2 		– Sell
-411
Closed -$2K – 3861
2014
Q1 		$2K Buy
+411
New +$60.4K ﹤0.01% 3362

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's ILMN Position: Q2 2026 in Review

Creative Planning increased its Illumina (ILMN) stake by 1.1% in Q2 2026, buying an estimated $114K and bringing the position to 70,361 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #738.

Creative Planning first reported a position in ILMN in Q2 2013 and has held it in 52 quarters since. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Creative Planning held 70,361 shares of Illumina worth $12.4M as of Q2 2026.
  • Creative Planning bought 777 Illumina shares in Q2 2026, an estimated $114K.
  • Illumina made up 0.01% of Creative Planning's portfolio in Q2 2026, its #738 holding.
  • Creative Planning first reported a position in Illumina in Q2 2013 and has held it in 52 quarters since.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.