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Symphony Financial’s Illumina ILMN Stock Holding History

Symphony Financial’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 		$262K Buy
+1,488
New +$218K 0.03% 296
2026
Q1 		– Sell
-1,992
Closed -$261K – 324
2025
Q4 		$261K Buy
+1,992
New +$234K 0.04% 244
2024
Q3 		– Sell
-3,016
Closed -$323K – 235
2024
Q2 		$323K Buy
+3,016
New +$338K 0.06% 161
2024
Q1 		– Sell
-2,223
Closed -$307K – 200
2023
Q4 		$307K Buy
+2,223
New +$256K 0.07% 164
2021
Q3 		– Sell
-1,028
Closed -$472K – 181
2021
Q2 		$472K Buy
+1,028
New +$414K 0.16% 102

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's ILMN Position: Q2 2026 in Review

Symphony Financial opened a new position in Illumina (ILMN) in Q2 2026: 1,488 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings. This is a return to the name: Symphony Financial previously reported a position in ILMN as recently as Q4 2025.

Symphony Financial first reported a position in ILMN in Q2 2021 and has held it in 5 quarters since. The position peaked at $472K in Q2 2021. 749 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Symphony Financial held 1,488 shares of Illumina worth $262K as of Q2 2026.
  • Illumina was a new Symphony Financial position in Q2 2026.
  • Illumina made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #296 holding.
  • Symphony Financial first reported a position in Illumina in Q2 2021 and has held it in 5 quarters since.
  • Symphony Financial's Illumina position peaked at $472K in Q2 2021.
  • 749 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.