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Insight Wealth Strategies’s Illumina ILMN Stock Holding History

Insight Wealth Strategies’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
Q3 		$6.7M Sell
24,488
-8,479
-26% -$1.78M 0.66% 46
2026
Q2 		$6.06M Buy
+32,967
New +$4.83M 0.59% 57
2021
Q3 		– Sell
-493
Closed -$227K – 192
2021
Q2 		$227K Buy
+493
New +$199K 0.03% 172
2019
Q1 		– Sell
-1,839
Closed -$537K – 142
2018
Q4 		$537K Buy
+1,839
New +$570K 0.16% 81

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Insight Wealth Strategies's ILMN Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Illumina (ILMN) stake by 26% in Q3 2026, selling an estimated $1.78M and leaving 24,488 shares worth $6.7M. The position accounts for 0.66% of the portfolio, ranked #46.

Insight Wealth Strategies first reported a position in ILMN in Q4 2018 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Insight Wealth Strategies held 24,488 shares of Illumina worth $6.7M as of Q3 2026.
  • Insight Wealth Strategies sold 8,479 Illumina shares in Q3 2026, an estimated $1.78M.
  • Illumina made up 0.66% of Insight Wealth Strategies's portfolio in Q3 2026, its #46 holding.
  • Insight Wealth Strategies first reported a position in Illumina in Q4 2018 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.