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Atria Wealth Solutions’s Eli Lilly LLY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$10.1M Sell
12,987
-25,286
-66% -$19.6M 0.23% 99
2025
Q1 		$31.6M Sell
38,273
-24
-0.1% -$20K 0.38% 46
2024
Q4 		$29.6M Sell
38,297
-4,211
-10% -$3.49M 0.32% 60
2024
Q3 		$37.7M Sell
42,508
-857
-2% -$770K 0.41% 43
2024
Q2 		$39.3M Buy
43,365
+63
+0.1% +$50.4K 0.43% 35
2024
Q1 		$33.7M Sell
43,302
-991
-2% -$705K 0.38% 43
2023
Q4 		$25.8M Buy
44,293
+2,171
+5% +$1.27M 0.32% 59
2023
Q3 		$22.6M Buy
42,122
+3,452
+9% +$1.78M 0.32% 64
2023
Q2 		$18.1M Buy
38,670
+4,204
+12% +$1.76M 0.25% 89
2023
Q1 		$11.8M Buy
34,466
+1,687
+5% +$569K 0.18% 128
2022
Q4 		$12M Buy
32,779
+566
+2% +$201K 0.19% 121
2022
Q3 		$10.4M Buy
32,213
+8,182
+34% +$2.59M 0.18% 120
2022
Q2 		$7.79M Sell
24,031
-5,160
-18% -$1.55M 0.15% 149
2022
Q1 		$8.36M Buy
+29,191
New +$7.51M 0.14% 154

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atria Wealth Solutions's LLY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Eli Lilly (LLY) stake by 66% in Q2 2025, selling an estimated $19.6M and leaving 12,987 shares worth $10.1M. The position accounts for 0.23% of the portfolio, ranked #99.

Atria Wealth Solutions first reported a position in LLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $39.3M in Q2 2024. 3,914 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Atria Wealth Solutions held 12,987 shares of Eli Lilly worth $10.1M as of Q2 2025.
  • Atria Wealth Solutions sold 25,286 Eli Lilly shares in Q2 2025, an estimated $19.6M.
  • Eli Lilly made up 0.23% of Atria Wealth Solutions's portfolio in Q2 2025, its #99 holding.
  • Atria Wealth Solutions first reported a position in Eli Lilly in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Eli Lilly position peaked at $39.3M in Q2 2024.
  • 3,914 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.