Planning Strategies Inc.’s Illumina ILMN Stock Holding History

Planning Strategies Inc.’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	$19.2K	Buy	+109	New	+$16K	0.01%	253

Other funds holding ILMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Planning Strategies Inc.'s ILMN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Illumina (ILMN) in Q2 2026: 109 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings.

306 funds tracked by Wall St. Rank hold ILMN as of Q2 2026.

Planning Strategies Inc. held 109 shares of Illumina worth $19.2K as of Q2 2026.
Illumina was a new Planning Strategies Inc. position in Q2 2026.
Illumina made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #253 holding.
306 funds tracked by Wall St. Rank held Illumina as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.