Crewe Advisors’s Illumina ILMN Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-24	Closed	-$3.15K	–	1090
2025 Q4	$3.15K	Hold	24	–	–	﹤0.01%	808
2025 Q3	$2.28K	Buy	+24	New	+$2.38K	﹤0.01%	831
2024 Q4	–	Sell	-153	Closed	-$20K	–	724
2024 Q3	$20K	Sell	153 -2,275	-94%	-$281K	﹤0.01%	403
2024 Q2	$253K	Sell	2,428 -68	-3%	-$7.63K	0.03%	152
2024 Q1	$333K	Buy	+2,496	New	+$335K	0.04%	132
2023 Q3	–	Sell	-13	Closed	-$2.44K	–	741
2023 Q2	$2.44K	Sell	13 -322	-96%	-$65.2K	﹤0.01%	519
2023 Q1	$75.8K	Buy	335 +1	+0.3%	+$205	0.01%	260
2022 Q4	$65.7K	Sell	334 -130	-28%	-$26.9K	0.01%	277
2022 Q3	$86K	Buy	464 +117	+34%	+$23.1K	0.02%	242
2022 Q2	$62K	Buy	+347	New	+$88.6K	0.01%	267
2020 Q4	–	Sell	-13	Closed	-$4K	–	550
2020 Q3	$4K	Buy	+13	New	+$4.48K	﹤0.01%	398

Other funds holding ILMN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Geode Capital Management

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