TWD
ILMN icon

True Wealth Design’s Illumina ILMN Stock Holding History

True Wealth Design’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 		$288K Sell
1,637
-485
-23% -$71K 0.07% 73
2026
Q1 		$262K Sell
2,122
-150
-7% -$19.7K 0.07% 68
2025
Q4 		$298K Buy
2,272
+407
+22% +$47.8K 0.09% 49
2025
Q3 		$177K Buy
1,865
+406
+28% +$40.3K 0.05% 80
2025
Q2 		$139K Buy
1,459
+1,375
+1,637% +$112K 0.05% 73
2025
Q1 		$6.66K Sell
84
-458
-85% -$49.6K ﹤0.01% 595
2024
Q4 		$72.4K Buy
542
+33
+6% +$4.7K 0.03% 104
2024
Q3 		$66.4K Buy
509
+507
+25,350% +$62.5K 0.03% 94
2024
Q2 		$209 Hold
2
– – ﹤0.01% 743
2024
Q1 		$275 Hold
2
– – ﹤0.01% 720
2023
Q4 		$279 Buy
2
+1
+100% +$115 ﹤0.01% 620
2023
Q3 		$138 Hold
1
– – ﹤0.01% 692
2023
Q2 		$188 Hold
1
– – ﹤0.01% 659
2023
Q1 		$233 Hold
1
– – ﹤0.01% 707
2022
Q4 		$202 Buy
+1
New +$207 ﹤0.01% 658

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

True Wealth Design's ILMN Position: Q2 2026 in Review

True Wealth Design reduced its Illumina (ILMN) stake by 23% in Q2 2026, selling an estimated $71K and leaving 1,637 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #73.

True Wealth Design first reported a position in ILMN in Q4 2022 and has held it in 15 quarters since. The position peaked at $298K in Q4 2025. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • True Wealth Design held 1,637 shares of Illumina worth $288K as of Q2 2026.
  • True Wealth Design sold 485 Illumina shares in Q2 2026, an estimated $71K.
  • Illumina made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #73 holding.
  • True Wealth Design first reported a position in Illumina in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Illumina position peaked at $298K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.