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Kingswood Wealth Advisors’s Illumina ILMN Stock Holding History

Kingswood Wealth Advisors’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 		$459K Sell
2,609
-46
-2% -$6.74K 0.02% 630
2026
Q1 		$327K Sell
2,655
-18
-0.7% -$2.36K 0.02% 682
2025
Q4 		$351K Sell
2,673
-165
-6% -$19.4K 0.02% 630
2025
Q3 		$270K Sell
2,838
-972
-26% -$96.4K 0.02% 665
2025
Q2 		$364K Sell
3,810
-318
-8% -$25.8K 0.03% 508
2025
Q1 		$327K Sell
4,128
-452
-10% -$48.9K 0.03% 513
2024
Q4 		$612K Sell
4,580
-643
-12% -$91.6K 0.05% 386
2024
Q3 		$681K Sell
5,223
-1,334
-20% -$165K 0.05% 379
2024
Q2 		$684K Buy
6,557
+575
+10% +$64.5K 0.06% 310
2024
Q1 		$799K Sell
5,982
-637
-10% -$85.4K 0.09% 242
2023
Q4 		$897K Buy
6,619
+1,509
+30% +$174K 0.1% 214
2023
Q3 		$682K Sell
5,110
-82
-2% -$13.5K 0.12% 200
2023
Q2 		$947K Buy
+5,192
New +$1.05M 0.3% 86

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

Kingswood Wealth Advisors's ILMN Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Illumina (ILMN) stake by 1.7% in Q2 2026, selling an estimated $6.74K and leaving 2,609 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #630.

Kingswood Wealth Advisors first reported a position in ILMN in Q2 2023 and has held it in 13 quarters since. The position peaked at $947K in Q2 2023. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Kingswood Wealth Advisors held 2,609 shares of Illumina worth $459K as of Q2 2026.
  • Kingswood Wealth Advisors sold 46 Illumina shares in Q2 2026, an estimated $6.74K.
  • Illumina made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #630 holding.
  • Kingswood Wealth Advisors first reported a position in Illumina in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Illumina position peaked at $947K in Q2 2023.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.