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Waypoint Wealth Counsel’s Illumina ILMN Stock Holding History

Waypoint Wealth Counsel’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 		$359K Sell
2,042
-1,642
-45% -$240K 0.22% 80
2026
Q1 		$454K Sell
3,684
-374
-9% -$49.1K 0.23% 86
2025
Q4 		$532K Buy
4,058
+498
+14% +$58.5K 0.2% 97
2025
Q3 		$338K Buy
3,560
+198
+6% +$19.6K 0.13% 154
2025
Q2 		$321K Buy
+3,362
New +$273K 0.16% 108

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

Waypoint Wealth Counsel's ILMN Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Illumina (ILMN) stake by 45% in Q2 2026, selling an estimated $240K and leaving 2,042 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #80.

Waypoint Wealth Counsel first reported a position in ILMN in Q2 2025 and has held it in 5 quarters since. The position peaked at $532K in Q4 2025. 937 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Waypoint Wealth Counsel held 2,042 shares of Illumina worth $359K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,642 Illumina shares in Q2 2026, an estimated $240K.
  • Illumina made up 0.22% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #80 holding.
  • Waypoint Wealth Counsel first reported a position in Illumina in Q2 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Illumina position peaked at $532K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.