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Valued Wealth Advisors’s Illumina ILMN Stock Holding History

Valued Wealth 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 		$1.94K Buy
11
+1
+10% +$146 ﹤0.01% 674
2026
Q1 		$1.23K Buy
+10
New +$1.31K ﹤0.01% 610

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's ILMN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Illumina (ILMN) stake by 10% in Q2 2026, buying an estimated $146 and bringing the position to 11 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Valued Wealth Advisors first reported a position in ILMN in Q1 2026 and has held it in 2 quarters since. 939 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Valued Wealth Advisors held 11 shares of Illumina worth $1.94K as of Q2 2026.
  • Valued Wealth Advisors bought 1 Illumina share in Q2 2026, an estimated $146.
  • Illumina made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • Valued Wealth Advisors first reported a position in Illumina in Q1 2026 and has held it in 2 quarters since.
  • 939 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.