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ORG Wealth Partners’s Illumina ILMN Stock Holding History

ORG Wealth Partners’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 		$744K Hold
4,234
– – 0.11% 103
2026
Q1 		$522K Hold
4,234
– – 0.1% 127
2025
Q4 		$555K Hold
4,234
– – 0.13% 113
2025
Q3 		$402K Hold
4,234
– – 0.09% 147
2025
Q2 		$416K Buy
4,234
+1,458
+53% +$118K 0.1% 131
2025
Q1 		$218K Sell
2,776
-254
-8% -$27.5K 0.07% 182
2024
Q4 		$405K Buy
3,030
+1,227
+68% +$175K 0.12% 80
2024
Q3 		$235K Buy
+1,803
New +$222K 0.08% 116

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 $3.37T AUM 44.26% 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

ORG Wealth Partners's ILMN Position: Q2 2026 in Review

ORG Wealth Partners held its Illumina (ILMN) position steady in Q2 2026 at 4,234 shares worth $744K. The position accounts for 0.11% of the portfolio, ranked #103.

ORG Wealth Partners first reported a position in ILMN in Q3 2024 and has held it in 8 quarters since. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • ORG Wealth Partners held 4,234 shares of Illumina worth $744K as of Q2 2026.
  • ORG Wealth Partners left its Illumina share count unchanged in Q2 2026.
  • Illumina made up 0.11% of ORG Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • ORG Wealth Partners first reported a position in Illumina in Q3 2024 and has held it in 8 quarters since.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.