Creative Planning
ILMN icon

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
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.