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United Capital Financial Advisors’s Illumina ILMN Stock Holding History

United Capital Financial Advisors’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 		$857K Sell
4,875
-1,401
-22% -$205K ﹤0.01% 864
2026
Q1 		$774K Buy
6,276
+1,633
+35% +$214K ﹤0.01% 869
2025
Q4 		$609K Buy
4,643
+99
+2% +$11.6K ﹤0.01% 900
2025
Q3 		$432K Buy
4,544
+423
+10% +$42K ﹤0.01% 902
2025
Q2 		$393K Buy
+4,121
New +$334K ﹤0.01% 844
2025
Q1 		– Sell
-5,772
Closed -$771K – 1090
2024
Q4 		$771K Sell
5,772
-44
-0.8% -$6.27K 0.01% 618
2024
Q3 		$758K Buy
5,816
+505
+10% +$62.3K 0.01% 609
2024
Q2 		$554K Sell
5,311
-2,349
-31% -$264K ﹤0.01% 684
2024
Q1 		$1.02M Buy
7,660
+488
+7% +$65.4K 0.01% 554
2023
Q4 		$971K Buy
7,172
+3,114
+77% +$359K 0.01% 567
2023
Q3 		$542K Sell
4,058
-678
-14% -$111K ﹤0.01% 627
2023
Q2 		$864K Sell
4,736
-1,598
-25% -$323K ﹤0.01% 582
2023
Q1 		$1.43M Sell
6,334
-7,829
-55% -$1.6M 0.01% 504
2022
Q4 		$2.79M Sell
14,163
-673
-5% -$139K 0.02% 423
2022
Q3 		$2.75M Sell
14,836
-1,135
-7% -$225K 0.02% 418
2022
Q2 		$2.86M Sell
15,971
-853
-5% -$218K 0.02% 425
2022
Q1 		$5.72M Sell
16,824
-657
-4% -$222K 0.03% 347
2021
Q4 		$6.47M Buy
17,481
+1,720
+11% +$652K 0.03% 339
2021
Q3 		$6.22M Sell
15,761
-1,238
-7% -$569K 0.03% 339
2021
Q2 		$7.83M Sell
16,999
-524
-3% -$211K 0.04% 309
2021
Q1 		$6.55M Sell
17,523
-3,747
-18% -$1.53M 0.04% 318
2020
Q4 		$7.66M Sell
21,270
-1,174
-5% -$374K 0.05% 287
2020
Q3 		$6.75M Sell
22,444
-12,679
-36% -$4.37M 0.04% 292
2020
Q2 		$12.7M Buy
35,123
+13,776
+65% +$4.43M 0.09% 219
2020
Q1 		$5.67M Sell
21,347
-4,039
-16% -$1.13M 0.05% 315
2019
Q4 		$8.19M Buy
25,386
+569
+2% +$172K 0.05% 333
2019
Q3 		$7.34M Sell
24,817
-2,485
-9% -$732K 0.05% 330
2019
Q2 		$9.78M Sell
27,302
-11,969
-30% -$3.78M 0.06% 300
2019
Q1 		$11.9M Buy
39,271
+300
+0.8% +$87.5K 0.08% 263
2018
Q4 		$11.4M Buy
38,971
+1,180
+3% +$366K 0.09% 237
2018
Q3 		$13.5M Sell
37,791
-1,664
-4% -$533K 0.09% 237
2018
Q2 		$10.7M Buy
39,455
+307
+0.8% +$78.1K 0.08% 289
2018
Q1 		$9M Buy
39,148
+2,368
+6% +$543K 0.07% 312
2017
Q4 		$7.78M Buy
36,780
+4,699
+15% +$967K 0.06% 334
2017
Q3 		$6.22M Sell
32,081
-375
-1% -$69.8K 0.05% 356
2017
Q2 		$5.48M Sell
32,456
-177
-0.5% -$30.6K 0.05% 367
2017
Q1 		$5.42M Buy
32,633
+1,880
+6% +$296K 0.05% 356
2016
Q4 		$3.83M Buy
30,753
+22,101
+255% +$2.98M 0.04% 423
2016
Q3 		$1.53M Sell
8,652
-1,931
-18% -$309K 0.01% 660
2016
Q2 		$1.44M Sell
10,583
-742
-7% -$105K 0.01% 634
2016
Q1 		$1.79M Buy
11,325
+2,598
+30% +$397K 0.02% 562
2015
Q4 		$1.63M Buy
8,727
+1,116
+15% +$180K 0.02% 584
2015
Q3 		$1.3M Buy
7,611
+5,732
+305% +$1.16M 0.02% 619
2015
Q2 		$399K Buy
+1,879
New +$367K ﹤0.01% 994

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

United Capital Financial Advisors's ILMN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Illumina (ILMN) stake by 22% in Q2 2026, selling an estimated $205K and leaving 4,875 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

United Capital Financial Advisors first reported a position in ILMN in Q2 2015 and has held it in 44 quarters since. The position peaked at $13.5M in Q3 2018. 933 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • United Capital Financial Advisors held 4,875 shares of Illumina worth $857K as of Q2 2026.
  • United Capital Financial Advisors sold 1,401 Illumina shares in Q2 2026, an estimated $205K.
  • Illumina made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #864 holding.
  • United Capital Financial Advisors first reported a position in Illumina in Q2 2015 and has held it in 44 quarters since.
  • United Capital Financial Advisors's Illumina position peaked at $13.5M in Q3 2018.
  • 933 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.