Dogwood Wealth Management’s Illumina ILMN Stock Holding History

Dogwood 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
2026 Q2	$2.64K	Buy	+15	New	+$2.2K	﹤0.01%	621
2024 Q3	–	Hold	0	–	–	–	470
2024 Q2	–	Hold	0	–	–	–	497
2024 Q1	–	Hold	0	–	–	–	498
2023 Q4	–	Hold	0	–	–	–	475

Other funds holding ILMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Dogwood Wealth Management's ILMN Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Illumina (ILMN) in Q2 2026: 15 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings.

100 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Dogwood Wealth Management held 15 shares of Illumina worth $2.64K as of Q2 2026.
Illumina was a new Dogwood Wealth Management position in Q2 2026.
Illumina made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #621 holding.
100 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.