Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Illumina ILMN Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-17,398
Closed -$1.65M – 863
2025
Q3 		$1.65M Buy
17,398
+13,189
+313% +$1.31M 0.01% 710
2025
Q2 		$402K Buy
+4,209
New +$342K ﹤0.01% 1053
2025
Q1 		– Sell
-3,005
Closed -$402K – 1274
2024
Q4 		$402K Sell
3,005
-173
-5% -$24.6K ﹤0.01% 958
2024
Q3 		$215K Buy
+3,178
New +$392K ﹤0.01% 935
2021
Q2 		– Sell
-1,051
Closed -$393K – 431
2021
Q1 		$393K Buy
+1,051
New +$429K 0.01% 353

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Vanguard Group
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State Street
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's ILMN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Illumina (ILMN) in Q4 2025, closing a stake of 17,398 shares — an estimated $1.65M sold.

Kovitz Investment Group Partners first reported a position in ILMN in Q1 2021 and held it in 5 quarters. The position peaked at $1.65M in Q3 2025. 859 funds tracked by Wall St. Rank hold ILMN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Illumina position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 17,398 Illumina shares in Q4 2025, an estimated $1.65M.
  • Kovitz Investment Group Partners first reported a position in Illumina in Q1 2021 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Illumina position peaked at $1.65M in Q3 2025.
  • 859 funds tracked by Wall St. Rank held Illumina as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.