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Smallwood Wealth Investment Management’s Illumina ILMN Stock Holding History

Smallwood Wealth Investment 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% 394
2026
Q1 		$1.85K Hold
15
– – ﹤0.01% 415
2025
Q4 		$1.97K Hold
15
– – ﹤0.01% 402
2025
Q3 		$1.42K Hold
15
– – ﹤0.01% 411
2025
Q2 		$1.43K Hold
15
– – ﹤0.01% 428
2025
Q1 		$1.19K Buy
+15
New +$1.62K ﹤0.01% 412

Other funds holding ILMN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Smallwood Wealth Investment Management's ILMN Position: Q2 2026 in Review

Smallwood Wealth Investment 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 #394.

Smallwood Wealth Investment Management first reported a position in ILMN in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Smallwood Wealth Investment Management held 15 shares of Illumina worth $2.64K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Illumina share count unchanged in Q2 2026.
  • Illumina made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #394 holding.
  • Smallwood Wealth Investment Management first reported a position in Illumina in Q1 2025 and has held it in 6 quarters since.
  • 328 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.