Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Illumina ILMN Stock Holding History

Robertson Stephens Wealth Management’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 		$1.85M Buy
6,748
+63
+0.9% +$13.2K 0.04% 223
2026
Q2 		$1.18M Sell
6,685
-297
-4% -$43.5K 0.03% 286
2026
Q1 		$861K Sell
6,982
-140
-2% -$18.4K 0.02% 318
2025
Q4 		$934K Buy
+7,122
New +$836K 0.02% 324
2025
Q1 		– Sell
-2,783
Closed -$372K – 568
2024
Q4 		$372K Sell
2,783
-31
-1% -$4.42K 0.01% 423
2024
Q3 		$367K Buy
2,814
+21
+0.8% +$2.59K 0.01% 489
2024
Q2 		$292K Sell
2,793
-42
-1% -$4.71K 0.01% 418
2024
Q1 		$379K Sell
2,835
-2
-0.1% -$268 0.02% 390
2023
Q4 		$384K Sell
2,837
-127
-4% -$14.7K 0.02% 346
2023
Q3 		$396K Sell
2,964
-718
-20% -$118K 0.03% 340
2023
Q2 		$672K Sell
3,682
-2
-0.1% -$405 0.05% 241
2023
Q1 		$833K Sell
3,684
-204
-5% -$41.7K 0.06% 218
2022
Q4 		$765K Sell
3,888
-261
-6% -$54.1K 0.07% 205
2022
Q3 		$770K Buy
4,149
+198
+5% +$39.2K 0.08% 181
2022
Q2 		$708K Sell
3,951
-5
-0.1% -$1.28K 0.07% 196
2022
Q1 		$1.34M Buy
3,956
+13
+0.3% +$4.39K 0.11% 151
2021
Q4 		$1.46M Buy
3,943
+1,036
+36% +$393K 0.12% 143
2021
Q3 		$1.15M Hold
2,907
– – 0.13% 107
2021
Q2 		$1.34M Sell
2,907
-336
-10% -$135K 0.16% 100
2021
Q1 		$1.21M Buy
3,243
+349
+12% +$142K 0.19% 88
2020
Q4 		$1.04M Sell
2,894
-592
-17% -$189K 0.22% 85
2020
Q3 		$1.05M Buy
3,486
+710
+26% +$245K 0.26% 76
2020
Q2 		$999K Hold
2,776
– – 0.29% 69
2020
Q1 		$737K Buy
+2,776
New +$776K 0.25% 84

Other funds holding ILMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Robertson Stephens Wealth Management's ILMN Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Illumina (ILMN) stake by 0.94% in Q3 2026, buying an estimated $13.2K and bringing the position to 6,748 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #223.

Robertson Stephens Wealth Management first reported a position in ILMN in Q1 2020 and has held it in 24 quarters since. 682 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Robertson Stephens Wealth Management held 6,748 shares of Illumina worth $1.85M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 63 Illumina shares in Q3 2026, an estimated $13.2K.
  • Illumina made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Robertson Stephens Wealth Management first reported a position in Illumina in Q1 2020 and has held it in 24 quarters since.
  • 682 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.