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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
Q1 		– Sell
-1,000
Closed -$772K – 1987
2024
Q4 		$772K Buy
+1,000
New +$828K 0.01% 1035

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 $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 3,907 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.
  • 3,907 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.