Root Financial Partners
ILMN icon

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
Q3 		$126K Buy
+459
New +$96.4K ﹤0.01% 626
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Root Financial Partners's ILMN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Illumina (ILMN) in Q3 2026: 459 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ILMN as recently as Q1 2026.

Root Financial Partners first reported a position in ILMN in Q3 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Root Financial Partners held 459 shares of Illumina worth $126K as of Q3 2026.
  • Illumina was a new Root Financial Partners position in Q3 2026.
  • Illumina made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #626 holding.
  • Root Financial Partners first reported a position in Illumina in Q3 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.