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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's ILMN Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Illumina (ILMN) in Q1 2026: 3,396 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ILMN as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ILMN in Q1 2018 and has held it in 5 quarters since. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Mount Yale Investment Advisors held 3,396 shares of Illumina worth $419K as of Q1 2026.
  • Illumina was a new Mount Yale Investment Advisors position in Q1 2026.
  • Illumina made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #774 holding.
  • Mount Yale Investment Advisors first reported a position in Illumina in Q1 2018 and has held it in 5 quarters since.
  • 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.