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Independent Financial Group’s Illumina ILMN Stock Holding History

Independent Financial Group’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 		$606K Buy
3,448
+393
+13% +$57.5K 0.01% 902
2026
Q1 		$377K Sell
3,055
-102
-3% -$13.4K 0.01% 1060
2025
Q4 		$414K Buy
3,157
+825
+35% +$96.9K 0.01% 987
2025
Q3 		$221K Sell
2,332
-567
-20% -$56.2K 0.01% 1237
2025
Q2 		$277K Sell
2,899
-1,029
-26% -$83.5K 0.01% 1071
2025
Q1 		$312K Sell
3,928
-2,279
-37% -$247K 0.01% 916
2024
Q4 		$829K Sell
6,207
-545
-8% -$77.6K 0.03% 527
2024
Q3 		$881K Buy
6,752
+1,061
+19% +$131K 0.03% 480
2024
Q2 		$594K Sell
5,691
-406
-7% -$45.5K 0.02% 549
2024
Q1 		$814K Buy
6,097
+635
+12% +$85.1K 0.04% 429
2023
Q4 		$740K Buy
5,462
+1,991
+57% +$230K 0.04% 445
2023
Q3 		$463K Buy
3,471
+176
+5% +$28.9K 0.03% 516
2023
Q2 		$601K Buy
3,295
+388
+13% +$78.5K 0.04% 433
2023
Q1 		$658K Sell
2,907
-13
-0.4% -$2.66K 0.05% 388
2022
Q4 		$574K Sell
2,920
-36
-1% -$7.46K 0.05% 382
2022
Q3 		$549K Buy
2,956
+1,226
+71% +$243K 0.05% 370
2022
Q2 		$310K Buy
1,730
+339
+24% +$86.6K 0.03% 494
2022
Q1 		$473K Buy
1,391
+77
+6% +$26K 0.04% 444
2021
Q4 		$486K Buy
1,314
+397
+43% +$150K 0.04% 428
2021
Q3 		$362K Sell
917
-15
-2% -$6.9K 0.04% 466
2021
Q2 		$429K Sell
932
-586
-39% -$236K 0.05% 415
2021
Q1 		$567K Buy
1,518
+46
+3% +$18.8K 0.07% 304
2020
Q4 		$530K Sell
1,472
-8
-0.5% -$2.55K 0.08% 292
2020
Q3 		$445K Buy
1,480
+812
+122% +$280K 0.08% 267
2020
Q2 		$241K Buy
+668
New +$215K 0.05% 370

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

Independent Financial Group's ILMN Position: Q2 2026 in Review

Independent Financial Group increased its Illumina (ILMN) stake by 13% in Q2 2026, buying an estimated $57.5K and bringing the position to 3,448 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #902.

Independent Financial Group first reported a position in ILMN in Q2 2020 and has held it in 25 quarters since. The position peaked at $881K in Q3 2024. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Independent Financial Group held 3,448 shares of Illumina worth $606K as of Q2 2026.
  • Independent Financial Group bought 393 Illumina shares in Q2 2026, an estimated $57.5K.
  • Illumina made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #902 holding.
  • Independent Financial Group first reported a position in Illumina in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Illumina position peaked at $881K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.