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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Robertson Stephens Wealth Management's ILMN Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Illumina (ILMN) stake by 4.3% in Q2 2026, selling an estimated $43.5K and leaving 6,685 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #286.

Robertson Stephens Wealth Management first reported a position in ILMN in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2021. 355 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Robertson Stephens Wealth Management held 6,685 shares of Illumina worth $1.18M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 297 Illumina shares in Q2 2026, an estimated $43.5K.
  • Illumina made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Robertson Stephens Wealth Management first reported a position in Illumina in Q1 2020 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's Illumina position peaked at $1.46M in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.