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Mount Yale Investment Advisors’s Illumina ILMN Stock Holding History

Mount Yale Investment 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 		$640K Buy
3,638
+242
+7% +$35.4K 0.01% 709
2026
Q1 		$419K Buy
+3,396
New +$446K 0.01% 774
2025
Q3 		– Sell
-19
Closed -$1.81K – 1111
2025
Q2 		$1.81K Buy
+19
New +$1.54K ﹤0.01% 1346
2018
Q4 		– Sell
-344
Closed -$115K – 523
2018
Q3 		$115K Buy
344
+87
+34% +$27.9K 0.02% 397
2018
Q2 		$70K Buy
257
+57
+29% +$14.5K 0.01% 562
2018
Q1 		$46K Buy
+200
New +$45.8K 0.01% 627

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ILMN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Illumina (ILMN) stake by 7.1% in Q2 2026, buying an estimated $35.4K and bringing the position to 3,638 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #709.

Mount Yale Investment Advisors first reported a position in ILMN in Q1 2018 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Mount Yale Investment Advisors held 3,638 shares of Illumina worth $640K as of Q2 2026.
  • Mount Yale Investment Advisors bought 242 Illumina shares in Q2 2026, an estimated $35.4K.
  • Illumina made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #709 holding.
  • Mount Yale Investment Advisors first reported a position in Illumina in Q1 2018 and has held it in 6 quarters since.
  • 939 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.