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Whipplewood Advisors’s Illumina ILMN Stock Holding History

Whipplewood 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 		$1.23K Sell
7
-584
-99% -$85.5K ﹤0.01% 515
2026
Q1 		$72.8K Buy
591
+583
+7,288% +$76.5K 0.04% 223
2025
Q4 		$1.05K Buy
+8
New +$939 ﹤0.01% 407
2025
Q3 		– Sell
-929
Closed -$88.6K – 724
2025
Q2 		$88.6K Buy
929
+169
+22% +$13.7K 0.05% 248
2025
Q1 		$61.8K Sell
760
-267
-26% -$28.9K 0.04% 277
2024
Q4 		$137K Buy
+1,027
New +$146K 0.08% 198

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

Whipplewood Advisors's ILMN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Illumina (ILMN) stake by 99% in Q2 2026, selling an estimated $85.5K and leaving 7 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Whipplewood Advisors first reported a position in ILMN in Q4 2024 and has held it in 6 quarters since. The position peaked at $137K in Q4 2024. 932 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Illumina worth $1.23K as of Q2 2026.
  • Whipplewood Advisors sold 584 Illumina shares in Q2 2026, an estimated $85.5K.
  • Illumina made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #515 holding.
  • Whipplewood Advisors first reported a position in Illumina in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Illumina position peaked at $137K in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.