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Essex Financial Services’s Illumina ILMN Stock Holding History

Essex Financial Services’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 		$302K Sell
1,716
-17
-1% -$2.49K 0.02% 651
2026
Q1 		$214K Sell
1,733
-300
-15% -$39.4K 0.01% 735
2025
Q4 		$267K Buy
+2,033
New +$239K 0.02% 647

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Essex Financial Services's ILMN Position: Q2 2026 in Review

Essex Financial Services reduced its Illumina (ILMN) stake by 0.98% in Q2 2026, selling an estimated $2.49K and leaving 1,716 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #651.

Essex Financial Services first reported a position in ILMN in Q4 2025 and has held it in 3 quarters since. 653 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Essex Financial Services held 1,716 shares of Illumina worth $302K as of Q2 2026.
  • Essex Financial Services sold 17 Illumina shares in Q2 2026, an estimated $2.49K.
  • Illumina made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #651 holding.
  • Essex Financial Services first reported a position in Illumina in Q4 2025 and has held it in 3 quarters since.
  • 653 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.