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Root Financial Partners’s Illumina ILMN Stock Holding History

Root Financial Partners’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 		– Sell
-315
Closed -$38.8K – 1747
2026
Q1 		$38.8K Buy
315
+158
+101% +$20.7K ﹤0.01% 991
2025
Q4 		$20.6K Buy
157
+42
+37% +$4.93K ﹤0.01% 1178
2025
Q3 		$10.9K Buy
+115
New +$11.4K ﹤0.01% 1422

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's ILMN Position: Q2 2026 in Review

Root Financial Partners sold out of Illumina (ILMN) in Q2 2026, closing a stake of 315 shares — an estimated $38.8K sold.

Root Financial Partners first reported a position in ILMN in Q3 2025 and held it in 3 quarters. The position peaked at $38.8K in Q1 2026. 312 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Root Financial Partners reported no remaining Illumina position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 315 Illumina shares in Q2 2026, an estimated $38.8K.
  • Root Financial Partners first reported a position in Illumina in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Illumina position peaked at $38.8K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.