SPWG
ILMN icon

Sage Private Wealth Group’s Illumina ILMN Stock Holding History

Sage Private Wealth 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
Q1 		$785K Sell
6,366
-533
-8% -$70K 0.39% 30
2025
Q4 		$905K Sell
6,899
-3
-0% -$352 0.49% 27
2025
Q3 		$655K Buy
6,902
+253
+4% +$25.1K 0.36% 34
2025
Q2 		$634K Buy
6,649
+2,945
+80% +$239K 0.41% 29
2025
Q1 		$294K Buy
3,704
+115
+3% +$12.4K 0.22% 71
2024
Q4 		$480K Sell
3,589
-80
-2% -$11.4K 0.36% 38
2024
Q3 		$478K Buy
3,669
+54
+1% +$6.66K 0.38% 38
2024
Q2 		$377K Buy
3,615
+1,470
+69% +$165K 0.32% 46
2024
Q1 		$287K Buy
+2,145
New +$288K 0.23% 62

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Private Wealth Group's ILMN Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Illumina (ILMN) stake by 7.7% in Q1 2026, selling an estimated $70K and leaving 6,366 shares worth $785K. The position accounts for 0.39% of the portfolio, ranked #30.

Sage Private Wealth Group first reported a position in ILMN in Q1 2024 and has held it in 9 quarters since. The position peaked at $905K in Q4 2025. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Sage Private Wealth Group held 6,366 shares of Illumina worth $785K as of Q1 2026.
  • Sage Private Wealth Group sold 533 Illumina shares in Q1 2026, an estimated $70K.
  • Illumina made up 0.39% of Sage Private Wealth Group's portfolio in Q1 2026, its #30 holding.
  • Sage Private Wealth Group first reported a position in Illumina in Q1 2024 and has held it in 9 quarters since.
  • Sage Private Wealth Group's Illumina position peaked at $905K in Q4 2025.
  • 844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.