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Wellspring Financial Advisors’s Illumina ILMN Stock Holding History

Wellspring 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
Q1 		– Sell
-1,719
Closed -$225K – 296
2025
Q4 		$225K Buy
+1,719
New +$202K 0.02% 246

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

Wellspring Financial Advisors's ILMN Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Illumina (ILMN) in Q1 2026, closing a stake of 1,719 shares — an estimated $225K sold.

Wellspring Financial Advisors first reported a position in ILMN in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 845 funds tracked by Wall St. Rank hold ILMN as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Illumina position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,719 Illumina shares in Q1 2026, an estimated $225K.
  • Wellspring Financial Advisors first reported a position in Illumina in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Illumina position peaked at $225K in Q4 2025.
  • 845 funds tracked by Wall St. Rank held Illumina as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.