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Rose Capital Advisors LLC’s Eli Lilly LLY Stock Holding History

Rose Capital Advisors LLC’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$525K Buy
+438
New +$448K 0.26% 63

Other funds holding LLY

Lilly Endowment
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Rose Capital Advisors LLC's LLY Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Eli Lilly (LLY) in Q2 2026: 438 shares worth $525K. The stake represents 0.26% of the portfolio and ranks #63 among its holdings.

3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Rose Capital Advisors LLC held 438 shares of Eli Lilly worth $525K as of Q2 2026.
  • Eli Lilly was a new Rose Capital Advisors LLC position in Q2 2026.
  • Eli Lilly made up 0.26% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #63 holding.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.