Physician Wealth Advisors
ILMN icon

Physician Wealth Advisors’s Illumina ILMN Stock Holding History

Physician Wealth 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
Q3 		$8.21K Buy
30
+5
+20% +$1.05K ﹤0.01% 963
2026
Q2 		$4.4K Buy
25
+12
+92% +$1.76K ﹤0.01% 1156
2026
Q1 		$1.6K Sell
13
-8
-38% -$1.05K ﹤0.01% 1448
2025
Q4 		$2.76K Buy
21
+8
+62% +$939 ﹤0.01% 1163
2025
Q3 		$1.24K Hold
13
– – ﹤0.01% 1450
2025
Q2 		$1.24K Buy
13
+1
+8% +$81 ﹤0.01% 1254
2025
Q1 		$953 Buy
12
+6
+100% +$649 ﹤0.01% 1107
2024
Q4 		$802 Buy
+6
New +$854 ﹤0.01% 991

Other funds holding ILMN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GuardCap Asset Management
GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Physician Wealth Advisors's ILMN Position: Q3 2026 in Review

Physician Wealth Advisors increased its Illumina (ILMN) stake by 20% in Q3 2026, buying an estimated $1.05K and bringing the position to 30 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Physician Wealth Advisors first reported a position in ILMN in Q4 2024 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Physician Wealth Advisors held 30 shares of Illumina worth $8.21K as of Q3 2026.
  • Physician Wealth Advisors bought 5 Illumina shares in Q3 2026, an estimated $1.05K.
  • Illumina made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #963 holding.
  • Physician Wealth Advisors first reported a position in Illumina in Q4 2024 and has held it in 8 quarters since.
  • 620 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.