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Intentional Wealth Strategies’s Illumina ILMN Stock Holding History

Intentional 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
Q2 		– Sell
-99
Closed -$12.2K – 471
2026
Q1 		$12.2K Buy
+99
New +$13K 0.01% 347

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

Intentional Wealth Strategies's ILMN Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Illumina (ILMN) in Q2 2026, closing a stake of 99 shares — an estimated $12.2K sold.

Intentional Wealth Strategies first reported a position in ILMN in Q1 2026 and held it in 1 quarter. The position peaked at $12.2K in Q1 2026. 932 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Illumina position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 99 Illumina shares in Q2 2026, an estimated $12.2K.
  • Intentional Wealth Strategies first reported a position in Illumina in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Illumina position peaked at $12.2K in Q1 2026.
  • 932 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.