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Sagespring Wealth Partners’s Illumina ILMN Stock Holding History

Sagespring Wealth 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
Q1 		$216K Sell
1,752
-356
-17% -$46.7K ﹤0.01% 763
2025
Q4 		$276K Sell
2,108
-6
-0.3% -$704 0.01% 650
2025
Q3 		$201K Buy
+2,114
New +$210K ﹤0.01% 724
2025
Q1 		– Sell
-1,683
Closed -$225K – 679
2024
Q4 		$225K Buy
+1,683
New +$240K 0.01% 560

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

Sagespring Wealth Partners's ILMN Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Illumina (ILMN) stake by 17% in Q1 2026, selling an estimated $46.7K and leaving 1,752 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Sagespring Wealth Partners first reported a position in ILMN in Q4 2024 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Sagespring Wealth Partners held 1,752 shares of Illumina worth $216K as of Q1 2026.
  • Sagespring Wealth Partners sold 356 Illumina shares in Q1 2026, an estimated $46.7K.
  • Illumina made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #763 holding.
  • Sagespring Wealth Partners first reported a position in Illumina in Q4 2024 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Illumina position peaked at $276K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.