N.E.W. Advisory Services’s Illumina ILMN Stock Holding History

N.E.W. Advisory Services’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	-25	Closed	-$2.37K	–	911
2025 Q3	$2.37K	Hold	25	–	–	﹤0.01%	730
2025 Q2	$2.38K	Hold	25	–	–	﹤0.01%	724
2025 Q1	$1.98K	Buy	+25	New	+$2.71K	﹤0.01%	792

Other funds holding ILMN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

N.E.W. Advisory Services's ILMN Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Illumina (ILMN) in Q4 2025, closing a stake of 25 shares — an estimated $2.37K sold.

N.E.W. Advisory Services first reported a position in ILMN in Q1 2025 and held it in 3 quarters. The position peaked at $2.38K in Q2 2025. 859 funds tracked by Wall St. Rank hold ILMN as of Q4 2025.

N.E.W. Advisory Services reported no remaining Illumina position as of Q4 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 25 Illumina shares in Q4 2025, an estimated $2.37K.
N.E.W. Advisory Services first reported a position in Illumina in Q1 2025 and held it in 3 quarters.
N.E.W. Advisory Services's Illumina position peaked at $2.38K in Q2 2025.
859 funds tracked by Wall St. Rank held Illumina as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.