Optimize Financial’s Illumina ILMN Stock Holding History

Optimize Financial’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	–	Sell	-4,354	Closed	-$571K	–	382
2025 Q4	$571K	Buy	4,354 +60	+1%	+$7.04K	0.29%	95
2025 Q3	$408K	Buy	+4,294	New	+$426K	0.21%	206

Other funds holding ILMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Optimize Financial's ILMN Position: Q1 2026 in Review

Optimize Financial sold out of Illumina (ILMN) in Q1 2026, closing a stake of 4,354 shares — an estimated $571K sold.

Optimize Financial first reported a position in ILMN in Q3 2025 and held it in 2 quarters. The position peaked at $571K in Q4 2025. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

Optimize Financial reported no remaining Illumina position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 4,354 Illumina shares in Q1 2026, an estimated $571K.
Optimize Financial first reported a position in Illumina in Q3 2025 and held it in 2 quarters.
Optimize Financial's Illumina position peaked at $571K in Q4 2025.
844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.