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EP Wealth Advisors’s Illumina ILMN Stock Holding History

EP Wealth 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
Q2 		$726K Buy
4,131
+659
+19% +$96.5K ﹤0.01% 870
2026
Q1 		$428K Sell
3,472
-1,026
-23% -$135K ﹤0.01% 976
2025
Q4 		$590K Buy
+4,498
New +$528K ﹤0.01% 808

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

EP Wealth Advisors's ILMN Position: Q2 2026 in Review

EP Wealth Advisors increased its Illumina (ILMN) stake by 19% in Q2 2026, buying an estimated $96.5K and bringing the position to 4,131 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

EP Wealth Advisors first reported a position in ILMN in Q4 2025 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • EP Wealth Advisors held 4,131 shares of Illumina worth $726K as of Q2 2026.
  • EP Wealth Advisors bought 659 Illumina shares in Q2 2026, an estimated $96.5K.
  • Illumina made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #870 holding.
  • EP Wealth Advisors first reported a position in Illumina in Q4 2025 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.