Mission Wealth Management
ILMN icon

Mission Wealth Management’s Illumina ILMN Stock Holding History

Mission 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
2026
Q3 		– Sell
-3,068
Closed -$539K – 914
2026
Q2 		$539K Buy
+3,068
New +$449K 0.01% 662
2023
Q3 		– Sell
-1,306
Closed -$238K – 563
2023
Q2 		$238K Buy
1,306
+22
+2% +$4.45K 0.01% 484
2023
Q1 		$291K Buy
1,284
+226
+21% +$46.2K 0.01% 450
2022
Q4 		$208K Sell
1,058
-71
-6% -$14.7K 0.01% 484
2022
Q3 		$209K Sell
1,129
-20
-2% -$3.96K 0.01% 459
2022
Q2 		$206K Buy
1,149
+249
+28% +$63.6K 0.01% 471
2022
Q1 		$306K Buy
900
+227
+34% +$76.7K 0.01% 416
2021
Q4 		$249K Buy
673
+97
+17% +$36.8K 0.01% 472
2021
Q3 		$227K Sell
576
-27
-4% -$12.4K 0.01% 468
2021
Q2 		$278K Sell
603
-66
-10% -$26.6K 0.01% 418
2021
Q1 		$250K Buy
669
+1
+0.1% +$408 0.01% 399
2020
Q4 		$240K Buy
+668
New +$213K 0.02% 373
2020
Q2 		– Sell
-7,201
Closed -$1.91M – 341
2020
Q1 		$1.91M Hold
7,201
– – 0.21% 64
2019
Q4 		$2.32M Sell
7,201
-91
-1% -$27.6K 0.22% 64
2019
Q3 		$2.16M Sell
7,292
-13
-0.2% -$3.83K 0.23% 60
2019
Q2 		$2.62M Sell
7,305
-193
-3% -$60.9K 0.29% 52
2019
Q1 		$2.27M Buy
7,498
+77
+1% +$22.5K 0.26% 58
2018
Q4 		$2.16M Sell
7,421
-5,551
-43% -$1.72M 0.28% 53
2018
Q3 		$4.63M Buy
+12,972
New +$4.16M 0.61% 26

Other funds holding ILMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Mission Wealth Management's ILMN Position: Q3 2026 in Review

Mission Wealth Management sold out of Illumina (ILMN) in Q3 2026, closing a stake of 3,068 shares — an estimated $539K sold.

Mission Wealth Management first reported a position in ILMN in Q3 2018 and held it in 19 quarters. The position peaked at $4.63M in Q3 2018. 682 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Mission Wealth Management reported no remaining Illumina position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 3,068 Illumina shares in Q3 2026, an estimated $539K.
  • Mission Wealth Management first reported a position in Illumina in Q3 2018 and held it in 19 quarters.
  • Mission Wealth Management's Illumina position peaked at $4.63M in Q3 2018.
  • 682 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.