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Elevation Wealth Partners’s Illumina ILMN Stock Holding History

Elevation Wealth Partners’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 		$42.9K Buy
244
+84
+53% +$12.3K 0.01% 345
2026
Q1 		$19.7K Buy
160
+11
+7% +$1.44K 0.01% 378
2025
Q4 		$19.5K Buy
149
+6
+4% +$704 0.01% 375
2025
Q3 		$13.6K Buy
143
+40
+39% +$3.97K ﹤0.01% 367
2025
Q2 		$9.83K Hold
103
– – ﹤0.01% 369
2025
Q1 		$8.17K Hold
103
– – ﹤0.01% 378
2024
Q4 		$13.8K Hold
103
– – 0.01% 344
2024
Q3 		$13.4K Hold
103
– – 0.01% 333
2024
Q2 		$10.8K Sell
103
-3
-3% -$337 0.01% 342
2024
Q1 		$14.1K Hold
106
– – 0.01% 326
2023
Q4 		$14.1K Hold
106
– – 0.01% 305
2023
Q3 		$14.1K Hold
106
– – 0.01% 227
2023
Q2 		$19.3K Hold
106
– – 0.02% 215
2023
Q1 		$24K Buy
+106
New +$21.7K 0.02% 204

Other funds holding ILMN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Elevation Wealth Partners's ILMN Position: Q2 2026 in Review

Elevation Wealth Partners increased its Illumina (ILMN) stake by 53% in Q2 2026, buying an estimated $12.3K and bringing the position to 244 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #345.

Elevation Wealth Partners first reported a position in ILMN in Q1 2023 and has held it in 14 quarters since. 309 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Elevation Wealth Partners held 244 shares of Illumina worth $42.9K as of Q2 2026.
  • Elevation Wealth Partners bought 84 Illumina shares in Q2 2026, an estimated $12.3K.
  • Illumina made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #345 holding.
  • Elevation Wealth Partners first reported a position in Illumina in Q1 2023 and has held it in 14 quarters since.
  • 309 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.