GoalVest Advisory’s Illumina ILMN Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-1	Closed	-$79	–	442
2025 Q1	$79	Buy	+1	New	+$108	﹤0.01%	500
2022 Q2	–	Sell	-2	Closed	-$1K	–	420
2022 Q1	$1K	Buy	+2	New	+$676	﹤0.01%	339

Other funds holding ILMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

GoalVest Advisory's ILMN Position: Q2 2025 in Review

GoalVest Advisory sold out of Illumina (ILMN) in Q2 2025, closing a stake of 1 share — an estimated $79 sold.

GoalVest Advisory first reported a position in ILMN in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 738 funds tracked by Wall St. Rank hold ILMN as of Q2 2025.

GoalVest Advisory reported no remaining Illumina position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 1 Illumina share in Q2 2025, an estimated $79.
GoalVest Advisory first reported a position in Illumina in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Illumina position peaked at $1K in Q1 2022.
738 funds tracked by Wall St. Rank held Illumina as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.