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Medallion Wealth Advisors’s Illumina ILMN Stock Holding History

Medallion 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 		$12.5K Sell
71
-27
-28% -$3.95K ﹤0.01% 705
2026
Q1 		$12.1K Hold
98
– – ﹤0.01% 735
2025
Q4 		$12.9K Sell
98
-20
-17% -$2.35K ﹤0.01% 715
2025
Q3 		$11.2K Hold
118
– – ﹤0.01% 727
2025
Q2 		$11.5K Sell
118
-100
-46% -$8.12K ﹤0.01% 722
2025
Q1 		$17.2K Sell
218
-199
-48% -$21.5K 0.01% 599
2024
Q4 		$50.3K Buy
+417
New +$59.4K 0.02% 404

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

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

Medallion Wealth Advisors reduced its Illumina (ILMN) stake by 28% in Q2 2026, selling an estimated $3.95K and leaving 71 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Medallion Wealth Advisors first reported a position in ILMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.3K in Q4 2024. 938 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Medallion Wealth Advisors held 71 shares of Illumina worth $12.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 27 Illumina shares in Q2 2026, an estimated $3.95K.
  • Illumina made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #705 holding.
  • Medallion Wealth Advisors first reported a position in Illumina in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Illumina position peaked at $50.3K in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.