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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
Q2 		$254K Sell
1,447
-305
-17% -$44.7K ﹤0.01% 751
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagespring Wealth Partners's ILMN Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Illumina (ILMN) stake by 17% in Q2 2026, selling an estimated $44.7K and leaving 1,447 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Sagespring Wealth Partners first reported a position in ILMN in Q4 2024 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 938 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Sagespring Wealth Partners held 1,447 shares of Illumina worth $254K as of Q2 2026.
  • Sagespring Wealth Partners sold 305 Illumina shares in Q2 2026, an estimated $44.7K.
  • Illumina made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #751 holding.
  • Sagespring Wealth Partners first reported a position in Illumina in Q4 2024 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Illumina position peaked at $276K in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.