SWM
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SHP Wealth Management’s Illumina ILMN Stock Holding History

SHP Wealth Management’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 		$2.64K Hold
15
– – ﹤0.01% 1321
2026
Q1 		$1.85K Buy
15
+11
+275% +$1.44K ﹤0.01% 1300
2025
Q4 		$523 Buy
+4
New +$470 ﹤0.01% 1360

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ILMN Position: Q2 2026 in Review

SHP Wealth Management held its Illumina (ILMN) position steady in Q2 2026 at 15 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

SHP Wealth Management first reported a position in ILMN in Q4 2025 and has held it in 3 quarters since. 939 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • SHP Wealth Management held 15 shares of Illumina worth $2.64K as of Q2 2026.
  • SHP Wealth Management left its Illumina share count unchanged in Q2 2026.
  • Illumina made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1321 holding.
  • SHP Wealth Management first reported a position in Illumina in Q4 2025 and has held it in 3 quarters since.
  • 939 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.