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Institute for Wealth Management’s Illumina ILMN Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-2,228
Closed -$213K – 584
2025
Q2 		$213K Buy
+2,228
New +$181K 0.02% 524
2025
Q1 		– Sell
-2,374
Closed -$317K – 539
2024
Q4 		$317K Sell
2,374
-294
-11% -$41.9K 0.04% 389
2024
Q3 		$348K Sell
2,668
-60
-2% -$7.4K 0.04% 377
2024
Q2 		$285K Buy
2,728
+46
+2% +$5.16K 0.04% 395
2024
Q1 		$358K Sell
2,682
-105
-4% -$14.1K 0.05% 354
2023
Q4 		$377K Buy
2,787
+682
+32% +$78.7K 0.06% 323
2023
Q3 		$281K Sell
2,105
-9
-0.4% -$1.48K 0.05% 364
2023
Q2 		$386K Sell
2,114
-10
-0.5% -$2.02K 0.07% 311
2023
Q1 		$481K Sell
2,124
-181
-8% -$37K 0.09% 270
2022
Q4 		$453K Sell
2,305
-10
-0.4% -$2.07K 0.1% 276
2022
Q3 		$430K Buy
2,315
+7
+0.3% +$1.39K 0.1% 266
2022
Q2 		$414K Buy
2,308
+27
+1% +$6.89K 0.08% 312
2022
Q1 		$775K Sell
2,281
-101
-4% -$34.1K 0.13% 201
2021
Q4 		$881K Sell
2,382
-3
-0.1% -$1.14K 0.14% 181
2021
Q3 		$941K Hold
2,385
– – 0.17% 160
2021
Q2 		$1.1M Sell
2,385
-59
-2% -$23.8K 0.19% 137
2021
Q1 		$913K Sell
2,444
-100
-4% -$40.8K 0.17% 159
2020
Q4 		$916K Sell
2,544
-2
-0.1% -$638 0.18% 145
2020
Q3 		$766K Buy
2,546
+52
+2% +$17.9K 0.17% 151
2020
Q2 		$898K Buy
2,494
+43
+2% +$13.8K 0.22% 121
2020
Q1 		$651K Sell
2,451
-16
-0.6% -$4.47K 0.2% 139
2019
Q4 		$796K Buy
2,467
+406
+20% +$123K 0.18% 163
2019
Q3 		$610K Buy
2,061
+277
+16% +$81.7K 0.15% 201
2019
Q2 		$639K Sell
1,784
-2
-0.1% -$632 0.14% 218
2019
Q1 		$540K Buy
+1,786
New +$521K 0.12% 227
2018
Q1 		– Sell
-1,701
Closed -$362K – 323
2017
Q4 		$362K Buy
+1,701
New +$350K 0.08% 270
2017
Q3 		– Sell
-1,719
Closed -$288K – 315
2017
Q2 		$288K Buy
+1,719
New +$297K 0.08% 323

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's ILMN Position: Q3 2025 in Review

Institute for Wealth Management sold out of Illumina (ILMN) in Q3 2025, closing a stake of 2,228 shares — an estimated $213K sold.

Institute for Wealth Management first reported a position in ILMN in Q2 2017 and held it in 27 quarters. The position peaked at $1.1M in Q2 2021. 775 funds tracked by Wall St. Rank hold ILMN as of Q3 2025.

  • Institute for Wealth Management reported no remaining Illumina position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 2,228 Illumina shares in Q3 2025, an estimated $213K.
  • Institute for Wealth Management first reported a position in Illumina in Q2 2017 and held it in 27 quarters.
  • Institute for Wealth Management's Illumina position peaked at $1.1M in Q2 2021.
  • 775 funds tracked by Wall St. Rank held Illumina as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.