PlanVest Financial’s Illumina ILMN Stock Holding History

PlanVest 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 Q3	$10.9K	Hold	40	–	–	0.01%	396
2026 Q2	$7.03K	Hold	40	–	–	﹤0.01%	433
2026 Q1	$4.93K	Buy	+40	New	+$5.25K	﹤0.01%	432

Other funds holding ILMN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

PlanVest Financial's ILMN Position: Q3 2026 in Review

PlanVest Financial held its Illumina (ILMN) position steady in Q3 2026 at 40 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #396.

PlanVest Financial first reported a position in ILMN in Q1 2026 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

PlanVest Financial held 40 shares of Illumina worth $10.9K as of Q3 2026.
PlanVest Financial left its Illumina share count unchanged in Q3 2026.
Illumina made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #396 holding.
PlanVest Financial first reported a position in Illumina in Q1 2026 and has held it in 3 quarters since.
924 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.