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Spire Wealth Management’s Illumina ILMN Stock Holding History

Spire 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 		$1.23K Hold
7
– – ﹤0.01% 2102
2026
Q1 		$863 Sell
7
-2
-22% -$263 ﹤0.01% 2169
2025
Q4 		$1.12K Sell
9
-112
-93% -$13.1K ﹤0.01% 2178
2025
Q3 		$11.5K Buy
121
+115
+1,917% +$11.4K ﹤0.01% 1701
2025
Q2 		$572 Sell
6
-413
-99% -$33.5K ﹤0.01% 2354
2025
Q1 		$33.2K Sell
419
-51
-11% -$5.52K ﹤0.01% 1430
2024
Q4 		$62.8K Buy
470
+97
+26% +$13.8K ﹤0.01% 1197
2024
Q3 		$48.6K Sell
373
-124
-25% -$15.3K ﹤0.01% 1143
2024
Q2 		$51.9K Sell
497
-997
-67% -$112K ﹤0.01% 1108
2024
Q1 		$200K Buy
1,494
+662
+80% +$88.7K ﹤0.01% 765
2023
Q4 		$110K Buy
832
+166
+25% +$19.2K ﹤0.01% 971
2023
Q3 		$89K Sell
666
-346
-34% -$56.9K ﹤0.01% 985
2023
Q2 		$184K Sell
1,012
-572
-36% -$116K 0.01% 749
2023
Q1 		$358K Buy
1,584
+1,208
+321% +$247K 0.01% 574
2022
Q4 		$74K Sell
376
-566
-60% -$117K ﹤0.01% 842
2022
Q3 		$175K Sell
942
-393
-29% -$77.8K 0.01% 568
2022
Q2 		$239K Buy
1,335
+759
+132% +$194K 0.01% 698
2022
Q1 		$196K Sell
576
-1,365
-70% -$461K 0.01% 910
2021
Q4 		$718K Buy
1,941
+1,371
+241% +$519K 0.02% 584
2021
Q3 		$225K Sell
570
-4
-0.7% -$1.84K 0.01% 873
2021
Q2 		$264K Sell
574
-692
-55% -$279K 0.01% 828
2021
Q1 		$485K Buy
+1,266
New +$516K 0.01% 678

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

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

Spire Wealth Management held its Illumina (ILMN) position steady in Q2 2026 at 7 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Spire Wealth Management first reported a position in ILMN in Q1 2021 and has held it in 22 quarters since. The position peaked at $718K in Q4 2021. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Spire Wealth Management held 7 shares of Illumina worth $1.23K as of Q2 2026.
  • Spire Wealth Management left its Illumina share count unchanged in Q2 2026.
  • Illumina made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2102 holding.
  • Spire Wealth Management first reported a position in Illumina in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Illumina position peaked at $718K in Q4 2021.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.