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Dynamic Wealth Strategies’s Illumina ILMN Stock Holding History

Dynamic Wealth Strategies’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 		$10.2K Hold
58
– – 0.01% 237
2026
Q1 		$7.15K Hold
58
– – ﹤0.01% 245
2025
Q4 		$7.61K Hold
58
– – ﹤0.01% 228
2025
Q3 		$5.51K Hold
58
– – ﹤0.01% 222
2025
Q2 		$5.53K Hold
58
– – ﹤0.01% 216
2025
Q1 		$4.6K Buy
+58
New +$6.28K ﹤0.01% 214
2024
Q4 		– Sell
-58
Closed -$8K – 139
2024
Q3 		$8K Hold
58
– – 0.01% 202
2024
Q2 		$6K Sell
58
-2
-3% -$224 0.01% 218
2024
Q1 		$8K Hold
60
– – 0.01% 212
2023
Q4 		$8.08K Buy
+60
New +$6.92K 0.01% 209

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

Dynamic Wealth Strategies's ILMN Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Illumina (ILMN) position steady in Q2 2026 at 58 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #237.

Dynamic Wealth Strategies first reported a position in ILMN in Q4 2023 and has held it in 10 quarters since. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Dynamic Wealth Strategies held 58 shares of Illumina worth $10.2K as of Q2 2026.
  • Dynamic Wealth Strategies left its Illumina share count unchanged in Q2 2026.
  • Illumina made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #237 holding.
  • Dynamic Wealth Strategies first reported a position in Illumina in Q4 2023 and has held it in 10 quarters since.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.