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EverSource Wealth Advisors’s Illumina ILMN Stock Holding History

EverSource 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 		$757K Sell
4,303
-777
-15% -$114K 0.03% 418
2026
Q1 		$626K Sell
5,080
-897
-15% -$118K 0.02% 515
2025
Q4 		$784K Buy
5,977
+1,710
+40% +$201K 0.03% 397
2025
Q3 		$405K Buy
4,267
+671
+19% +$66.5K 0.02% 586
2025
Q2 		$343K Buy
3,596
+3,047
+555% +$247K 0.02% 604
2025
Q1 		$43.6K Sell
549
-559
-50% -$60.5K ﹤0.01% 1296
2024
Q4 		$148K Buy
1,108
+156
+16% +$22.2K 0.01% 774
2024
Q3 		$124K Buy
952
+176
+23% +$21.7K 0.01% 718
2024
Q2 		$95.1K Buy
776
+425
+121% +$47.7K 0.01% 818
2024
Q1 		$42K Buy
351
+72
+26% +$9.65K ﹤0.01% 1055
2023
Q4 		$37.7K Buy
279
+12
+4% +$1.38K ﹤0.01% 1006
2023
Q3 		$35.7K Sell
267
-25
-9% -$4.11K ﹤0.01% 935
2023
Q2 		$53.2K Buy
292
+10
+4% +$2.02K 0.01% 812
2023
Q1 		$63.7K Buy
282
+83
+42% +$17K 0.01% 694
2022
Q4 		$39.2K Buy
199
+78
+64% +$16.2K 0.01% 849
2022
Q3 		$23K Buy
121
+70
+137% +$13.8K 0.01% 855
2022
Q2 		$10K Buy
51
+21
+70% +$5.36K ﹤0.01% 1033
2022
Q1 		$10K Buy
30
+8
+36% +$2.7K ﹤0.01% 970
2021
Q4 		$8K Buy
+22
New +$8.34K ﹤0.01% 1051

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

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

EverSource Wealth Advisors reduced its Illumina (ILMN) stake by 15% in Q2 2026, selling an estimated $114K and leaving 4,303 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #418.

EverSource Wealth Advisors first reported a position in ILMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $784K in Q4 2025. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • EverSource Wealth Advisors held 4,303 shares of Illumina worth $757K as of Q2 2026.
  • EverSource Wealth Advisors sold 777 Illumina shares in Q2 2026, an estimated $114K.
  • Illumina made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #418 holding.
  • EverSource Wealth Advisors first reported a position in Illumina in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Illumina position peaked at $784K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.