Waypoint Wealth Counsel’s Illumina ILMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$564K Buy
2,059
+17
+0.8% +$3.57K 0.33% 48
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

Waypoint Wealth Counsel's ILMN Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Illumina (ILMN) stake by 0.83% in Q3 2026, buying an estimated $3.57K and bringing the position to 2,059 shares worth $564K. The position accounts for 0.33% of the portfolio, ranked #48.

Waypoint Wealth Counsel first reported a position in ILMN in Q2 2025 and has held it in 6 quarters since. 620 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • Waypoint Wealth Counsel held 2,059 shares of Illumina worth $564K as of Q3 2026.
  • Waypoint Wealth Counsel bought 17 Illumina shares in Q3 2026, an estimated $3.57K.
  • Illumina made up 0.33% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #48 holding.
  • Waypoint Wealth Counsel first reported a position in Illumina in Q2 2025 and has held it in 6 quarters since.
  • 620 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.