Toth Financial Advisory’s Illumina ILMN Stock Holding History

Toth Financial Advisory’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 Q3	$9.03K	Buy	33 +8	+32%	+$1.68K	﹤0.01%	593
2026 Q2	$4.4K	Hold	25	–	–	﹤0.01%	671
2026 Q1	$3.08K	Buy	25 +10	+67%	+$1.31K	﹤0.01%	681
2025 Q4	$1.97K	Hold	15	–	–	﹤0.01%	714
2025 Q3	$1.43K	Hold	15	–	–	﹤0.01%	727
2025 Q2	$1.43K	Hold	15	–	–	﹤0.01%	681
2025 Q1	$1.19K	Hold	15	–	–	﹤0.01%	653
2024 Q4	$2K	Hold	15	–	–	﹤0.01%	584
2024 Q3	$1.96K	Hold	15	–	–	﹤0.01%	600
2024 Q2	$1.57K	Hold	15	–	–	﹤0.01%	638
2024 Q1	$2.06K	Hold	15	–	–	﹤0.01%	605
2023 Q4	$2.09K	Buy	+15	New	+$1.73K	﹤0.01%	612
2023 Q2	–	Sell	-15	Closed	-$3.49K	–	829
2023 Q1	$3.49K	Buy	+15	New	+$3.07K	﹤0.01%	584
2021 Q4	–	Sell	-7	Closed	-$3K	–	789
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	608
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	550
2021 Q1	$3K	Hold	7	–	–	﹤0.01%	553
2020 Q4	$3K	Hold	7	–	–	﹤0.01%	497
2020 Q3	$2K	Sell	7 -584	-99%	-$201K	﹤0.01%	483
2020 Q2	$213K	Buy	+591	New	+$190K	0.05%	170
2019 Q3	–	Sell	-874	Closed	-$313K	–	490
2019 Q2	$313K	Buy	+874	New	+$276K	0.07%	139

Other funds holding ILMN

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's ILMN Position: Q3 2026 in Review

Toth Financial Advisory increased its Illumina (ILMN) stake by 32% in Q3 2026, buying an estimated $1.68K and bringing the position to 33 shares worth $9.03K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Toth Financial Advisory first reported a position in ILMN in Q2 2019 and has held it in 20 quarters since. The position peaked at $313K in Q2 2019. 37 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

Toth Financial Advisory held 33 shares of Illumina worth $9.03K as of Q3 2026.
Toth Financial Advisory bought 8 Illumina shares in Q3 2026, an estimated $1.68K.
Illumina made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #593 holding.
Toth Financial Advisory first reported a position in Illumina in Q2 2019 and has held it in 20 quarters since.
Toth Financial Advisory's Illumina position peaked at $313K in Q2 2019.
37 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.