Principia Wealth Advisory’s Illumina ILMN Stock Holding History

Principia Wealth Advisory’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	$3.34K	Buy	19 +1	+6%	+$146	﹤0.01%	451
2026 Q1	$2.22K	Sell	18 -1	-5%	-$131	﹤0.01%	486
2025 Q4	$2.49K	Buy	19 +1	+6%	+$117	﹤0.01%	398
2025 Q3	$1.71K	Buy	18 +2	+13%	+$198	﹤0.01%	473
2025 Q2	$1.53K	Buy	16 +10	+167%	+$812	﹤0.01%	453
2025 Q1	$458	Buy	6 +1	+20%	+$108	﹤0.01%	598
2024 Q4	$668	Buy	+5	New	+$712	﹤0.01%	462

Other funds holding ILMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's ILMN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Illumina (ILMN) stake by 5.6% in Q2 2026, buying an estimated $146 and bringing the position to 19 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Principia Wealth Advisory first reported a position in ILMN in Q4 2024 and has held it in 7 quarters since. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Principia Wealth Advisory held 19 shares of Illumina worth $3.34K as of Q2 2026.
Principia Wealth Advisory bought 1 Illumina share in Q2 2026, an estimated $146.
Illumina made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #451 holding.
Principia Wealth Advisory first reported a position in Illumina in Q4 2024 and has held it in 7 quarters since.
937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.