Cerity Partners’s Eli Lilly LLY Stock Holding History

Cerity Partners’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	$4.8M	Buy	4,000 +3,700	+1,233%	+$3.78M	0.01%	1121
2026 Q1	$276K	Buy	+300	New	+$304K	﹤0.01%	2671

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's LLY Position: Q2 2026 in Review

Cerity Partners increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $15.3M and bringing the position to 747,548 shares worth $897M. The position accounts for 1.08% of the portfolio, ranked #15.

Cerity Partners first reported a position in LLY in Q1 2017 and has held it in 38 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Cerity Partners held 747,548 shares of Eli Lilly worth $897M as of Q2 2026.
Cerity Partners bought 14,999 Eli Lilly shares in Q2 2026, an estimated $15.3M.
Eli Lilly made up 1.08% of Cerity Partners's portfolio in Q2 2026, its #15 holding.
Cerity Partners first reported a position in Eli Lilly in Q1 2017 and has held it in 38 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.