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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
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 		$2.75K 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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Physician Wealth Advisors's ILMN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Illumina (ILMN) stake by 92% in Q2 2026, buying an estimated $1.76K and bringing the position to 25 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Physician Wealth Advisors first reported a position in ILMN in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Physician Wealth Advisors held 25 shares of Illumina worth $4.4K as of Q2 2026.
  • Physician Wealth Advisors bought 12 Illumina shares in Q2 2026, an estimated $1.76K.
  • Illumina made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1156 holding.
  • Physician Wealth Advisors first reported a position in Illumina in Q4 2024 and has held it in 7 quarters since.
  • 404 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.