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United Advisor Group’s Illumina ILMN Stock Holding History

United Advisor Group’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
Q1 		$238K Buy
1,927
+102
+6% +$13.4K 0.03% 449
2025
Q4 		$239K Buy
+1,825
New +$214K 0.03% 432
2025
Q1 		– Sell
-2,074
Closed -$277K – 367
2024
Q4 		$277K Sell
2,074
-62
-3% -$8.83K 0.05% 308
2024
Q3 		$279K Sell
2,136
-31
-1% -$3.82K 0.06% 290
2024
Q2 		$226K Sell
2,167
-248
-10% -$27.8K 0.07% 240
2024
Q1 		$323K Buy
+2,415
New +$324K 0.12% 154

Other funds holding ILMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Advisor Group's ILMN Position: Q1 2026 in Review

United Advisor Group increased its Illumina (ILMN) stake by 5.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 1,927 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #449.

United Advisor Group first reported a position in ILMN in Q1 2024 and has held it in 6 quarters since. The position peaked at $323K in Q1 2024. 844 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • United Advisor Group held 1,927 shares of Illumina worth $238K as of Q1 2026.
  • United Advisor Group bought 102 Illumina shares in Q1 2026, an estimated $13.4K.
  • Illumina made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #449 holding.
  • United Advisor Group first reported a position in Illumina in Q1 2024 and has held it in 6 quarters since.
  • United Advisor Group's Illumina position peaked at $323K in Q1 2024.
  • 844 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.