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Private Wealth Management Group’s Illumina ILMN Stock Holding History

Private Wealth Management Group’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 		$12.8K Sell
73
-3
-4% -$439 ﹤0.01% 514
2026
Q1 		$9.37K Hold
76
– – ﹤0.01% 544
2025
Q4 		$9.97K Hold
76
– – ﹤0.01% 511
2025
Q3 		$7.22K Hold
76
– – ﹤0.01% 640
2025
Q2 		$7.25K Sell
76
-1
-1% -$81 ﹤0.01% 606
2025
Q1 		$6.11K Buy
77
+42
+120% +$4.55K ﹤0.01% 645
2024
Q4 		$4.68K Buy
35
+1
+3% +$142 ﹤0.01% 768
2024
Q3 		$4.43K Hold
34
– – ﹤0.01% 778
2024
Q2 		$3.55K Sell
34
-17
-33% -$1.91K ﹤0.01% 851
2024
Q1 		$6.87K Hold
51
– – ﹤0.01% 523
2023
Q4 		$6.96K Buy
+51
New +$5.88K ﹤0.01% 507

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

Private Wealth Management Group's ILMN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Illumina (ILMN) stake by 3.9% in Q2 2026, selling an estimated $439 and leaving 73 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Private Wealth Management Group first reported a position in ILMN in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Private Wealth Management Group held 73 shares of Illumina worth $12.8K as of Q2 2026.
  • Private Wealth Management Group sold 3 Illumina shares in Q2 2026, an estimated $439.
  • Illumina made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #514 holding.
  • Private Wealth Management Group first reported a position in Illumina in Q4 2023 and has held it in 11 quarters since.
  • 932 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.